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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 | $157,410 | $54,763+187.4% | $90,324+74.3% | $72,976+115.7% |
| Participation rate | 88.0% | 65.2%+22.8pp | 73.3%+14.7pp | 69.5%+18.5pp |
| Annual return | 20.92% | 30.63%-9.7pp | 78.15%-57.2pp | 81.02%-60.1pp |
| Employer contribution / active EE | $7,840 | $2,093+274.5% | $2,856+174.5% | $2,440+221.3% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $586 | $3,973-85.3% | $5,356-89.1% | $5,124-88.6% |