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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 | $249,101 | $78,428+217.6% | $95,960+159.6% | $79,852+212.0% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 11.62% | 19.37%-7.8pp | 91.63%-80.0pp | 31.72%-20.1pp |
| Employer contribution / active EE | $4,377 | $1,945+125.0% | $2,541+72.2% | $2,471+77.1% |
| Participant deferral / active EE | $7,808 | $3,440+127.0% | $4,167+87.4% | $3,740+108.7% |
| Admin fee / account holder | $4,203 | $5,622-25.2% | $6,797-38.2% | $5,306-20.8% |