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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 | $180,096 | $86,298+108.7% | $111,308+61.8% | $85,847+109.8% |
| Participation rate | 97.2% | 73.3%+23.8pp | 77.3%+19.9pp | 69.3%+27.9pp |
| Annual return | 12.54% | 19.99%-7.4pp | 54.67%-42.1pp | 318.61%-306.1pp |
| Employer contribution / active EE | $6,692 | $2,044+227.5% | $2,732+145.0% | $2,565+160.9% |
| Participant deferral / active EE | $8,863 | $3,641+143.4% | $4,487+97.5% | $3,952+124.2% |
| Admin fee / account holder | $7,917 | $8,189-3.3% | $7,965-0.6% | $6,261+26.5% |