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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 | $172,960 | $83,485+107.2% | $125,195+38.2% | $72,976+137.0% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.4pp | 69.5%+27.7pp |
| Annual return | 20.00% | 25.77%-5.8pp | 43.79%-23.8pp | 81.02%-61.0pp |
| Employer contribution / active EE | $4,702 | $2,346+100.5% | $3,866+21.6% | $2,440+92.7% |
| Participant deferral / active EE | $6,501 | $3,586+81.3% | $4,937+31.7% | $3,608+80.2% |
| Admin fee / account holder | $1,310 | $5,518-76.3% | $9,704-86.5% | $5,124-74.4% |