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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 | $233,564 | $86,288+170.7% | $111,306+109.8% | $85,851+172.1% |
| Participation rate | 97.7% | 73.3%+24.3pp | 77.3%+20.4pp | 69.3%+28.4pp |
| Annual return | 14.14% | 19.99%-5.8pp | 54.67%-40.5pp | 318.63%-304.5pp |
| Employer contribution / active EE | $7,719 | $2,044+277.7% | $2,732+182.5% | $2,565+200.9% |
| Participant deferral / active EE | $5,493 | $3,641+50.9% | $4,488+22.4% | $3,952+39.0% |
| Admin fee / account holder | $712 | $8,189-91.3% | $7,966-91.1% | $6,261-88.6% |