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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 | $146,627 | $45,050+225.5% | $63,018+132.7% | $70,126+109.1% |
| Participation rate | 96.9% | 69.5%+27.4pp | 74.8%+22.1pp | 69.5%+27.3pp |
| Annual return | 15.89% | 18.76%-2.9pp | 87.62%-71.7pp | 73.15%-57.3pp |
| Employer contribution / active EE | $8,055 | $2,052+292.6% | $2,761+191.8% | $2,343+243.9% |
| Participant deferral / active EE | $8,981 | $2,466+264.2% | $3,330+169.7% | $3,332+169.5% |
| Admin fee / account holder | $2,324 | $2,834-18.0% | $3,601-35.4% | $4,645-50.0% |