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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 | $199,592 | $87,225+128.8% | $158,226+26.1% | $94,015+112.3% |
| Participation rate | 97.7% | 67.9%+29.7pp | 74.8%+22.8pp | 70.8%+26.9pp |
| Annual return | 18.52% | 16.34%+2.2pp | 501.41%-482.9pp | 17.84%+0.7pp |
| Employer contribution / active EE | $2,319 | $2,217+4.6% | $2,986-22.3% | $2,790-16.9% |
| Participant deferral / active EE | $13,247 | $3,405+289.0% | $4,317+206.9% | $4,249+211.7% |
| Admin fee / account holder | $23,681 | $7,888+200.2% | $10,217+131.8% | $8,951+164.6% |