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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 | $189,468 | $46,534+307.2% | $64,097+195.6% | $75,177+152.0% |
| Participation rate | 94.1% | 65.9%+28.2pp | 72.3%+21.8pp | 67.2%+26.9pp |
| Annual return | 18.65% | 26.07%-7.4pp | 33.75%-15.1pp | 160.75%-142.1pp |
| Employer contribution / active EE | $8,217 | $1,976+315.9% | $2,750+198.8% | $2,671+207.6% |
| Participant deferral / active EE | $8,082 | $2,835+185.1% | $3,881+108.2% | $4,126+95.9% |
| Admin fee / account holder | $818 | $2,957-72.3% | $3,070-73.3% | $5,651-85.5% |