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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,153 | $75,962+170.1% | $154,108+33.1% | $64,173+219.7% |
| Participation rate | 91.9% | 70.4%+21.5pp | 83.0%+8.9pp | 69.6%+22.3pp |
| Annual return | 7.43% | 30.32%-22.9pp | 735.21%-727.8pp | 7.63%-0.2pp |
| Employer contribution / active EE | $2,491 | $3,350-25.6% | $5,298-53.0% | $2,381+4.6% |
| Participant deferral / active EE | $6,298 | $3,175+98.4% | $5,081+24.0% | $3,470+81.5% |
| Admin fee / account holder | $4,583 | $5,589-18.0% | $13,411-65.8% | $4,887-6.2% |