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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 | $159,809 | $75,962+110.4% | $154,111+3.7% | $64,173+149.0% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | 10.63% | 30.32%-19.7pp | 735.18%-724.6pp | 7.63%+3.0pp |
| Employer contribution / active EE | $6,676 | $3,350+99.3% | $5,298+26.0% | $2,381+180.4% |
| Participant deferral / active EE | $11,452 | $3,175+260.7% | $5,081+125.4% | $3,470+230.1% |
| Admin fee / account holder | $5,753 | $5,589+2.9% | $13,411-57.1% | $4,887+17.7% |