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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 | $237,734 | $54,763+334.1% | $90,324+163.2% | $72,976+225.8% |
| Participation rate | 95.3% | 65.2%+30.2pp | 73.3%+22.1pp | 69.5%+25.9pp |
| Annual return | 23.20% | 30.63%-7.4pp | 78.15%-54.9pp | 81.02%-57.8pp |
| Employer contribution / active EE | $7,034 | $2,093+236.0% | $2,856+146.3% | $2,440+188.3% |
| Participant deferral / active EE | $8,538 | $2,887+195.7% | $3,885+119.7% | $3,608+136.7% |
| Admin fee / account holder | $561 | $3,973-85.9% | $5,356-89.5% | $5,124-89.1% |