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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 | $200,831 | $78,428+156.1% | $95,960+109.3% | $79,852+151.5% |
| Participation rate | 94.1% | 73.5%+20.6pp | 77.1%+17.0pp | 69.6%+24.5pp |
| Annual return | 16.43% | 19.37%-2.9pp | 91.63%-75.2pp | 31.72%-15.3pp |
| Employer contribution / active EE | $7,226 | $1,945+271.5% | $2,541+184.3% | $2,471+192.4% |
| Participant deferral / active EE | $7,830 | $3,440+127.6% | $4,167+87.9% | $3,740+109.3% |
| Admin fee / account holder | $3,883 | $5,622-30.9% | $6,797-42.9% | $5,306-26.8% |