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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 | $150,025 | $46,732+221.0% | $156,551-4.2% | $55,167+171.9% |
| Participation rate | 90.4% | 65.8%+24.6pp | 84.0%+6.3pp | 69.0%+21.4pp |
| Annual return | 17.67% | 17.72%0pp | 32.23%-14.6pp | 169.23%-151.6pp |
| Employer contribution / active EE | $7,342 | $2,105+248.8% | $5,501+33.5% | $1,963+274.1% |
| Participant deferral / active EE | $11,787 | $2,204+434.7% | $4,871+142.0% | $3,054+285.9% |
| Admin fee / account holder | $13,045 | $418+3018.0% | $13,028+0.1% | $504+2488.8% |