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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 | $187,648 | $78,423+139.3% | $95,964+95.5% | $79,856+135.0% |
| Participation rate | 96.0% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.4pp |
| Annual return | 14.99% | 19.37%-4.4pp | 91.64%-76.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $6,848 | $1,945+252.0% | $2,541+169.5% | $2,471+177.1% |
| Participant deferral / active EE | $5,981 | $3,440+73.9% | $4,167+43.6% | $3,741+59.9% |
| Admin fee / account holder | $6,221 | $5,622+10.7% | $6,797-8.5% | $5,306+17.2% |