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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 | $150,681 | $54,763+175.1% | $90,324+66.8% | $72,976+106.5% |
| Participation rate | 95.9% | 65.2%+30.8pp | 73.3%+22.6pp | 69.5%+26.4pp |
| Annual return | 29.49% | 30.63%-1.1pp | 78.15%-48.7pp | 81.02%-51.5pp |
| Employer contribution / active EE | $6,172 | $2,093+194.8% | $2,856+116.1% | $2,440+152.9% |
| Participant deferral / active EE | $11,713 | $2,887+305.7% | $3,885+201.5% | $3,608+224.7% |
| Admin fee / account holder | $4,731 | $3,973+19.1% | $5,356-11.7% | $5,124-7.7% |