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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 | $153,351 | $67,602+126.8% | $82,312+86.3% | $70,126+118.7% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.9%+21.7pp | 69.5%+29.1pp |
| Annual return | 22.30% | 21.57%+0.7pp | 25.88%-3.6pp | 73.15%-50.9pp |
| Employer contribution / active EE | $5,368 | $1,755+205.9% | $2,428+121.0% | $2,343+129.1% |
| Participant deferral / active EE | $7,243 | $2,987+142.5% | $3,706+95.4% | $3,332+117.4% |
| Admin fee / account holder | $486 | $4,512-89.2% | $5,608-91.3% | $4,645-89.5% |