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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 | $155,314 | $76,551+102.9% | $123,894+25.4% | $62,881+147.0% |
| Participation rate | 92.6% | 73.0%+19.6pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 10.07% | 18.68%-8.6pp | 47.52%-37.4pp | 20.14%-10.1pp |
| Employer contribution / active EE | $10,434 | $2,882+262.0% | $4,617+126.0% | $2,281+357.4% |
| Participant deferral / active EE | $8,959 | $4,840+85.1% | $5,984+49.7% | $3,203+179.7% |
| Admin fee / account holder | $521 | $4,826-89.2% | $8,357-93.8% | $4,296-87.9% |