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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 | $186,458 | $54,757+240.5% | $90,300+106.5% | $72,983+155.5% |
| Participation rate | 93.5% | 65.1%+28.4pp | 73.3%+20.3pp | 69.5%+24.1pp |
| Annual return | 25.57% | 30.63%-5.1pp | 78.11%-52.5pp | 81.01%-55.4pp |
| Employer contribution / active EE | $4,762 | $2,092+127.6% | $2,854+66.9% | $2,440+95.2% |
| Participant deferral / active EE | $12,063 | $2,887+317.9% | $3,884+210.5% | $3,608+234.4% |
| Admin fee / account holder | $2,472 | $3,972-37.8% | $5,353-53.8% | $5,124-51.8% |