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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 | $140,709 | $52,279+169.1% | $89,400+57.4% | $79,858+76.2% |
| Participation rate | 95.3% | 57.5%+37.8pp | 68.0%+27.4pp | 69.6%+25.7pp |
| Annual return | 20.23% | 22.16%-1.9pp | 245.64%-225.4pp | 31.72%-11.5pp |
| Employer contribution / active EE | $3,119 | $1,572+98.4% | $2,586+20.6% | $2,471+26.2% |
| Participant deferral / active EE | $8,296 | $2,740+202.7% | $3,890+113.2% | $3,740+121.8% |
| Admin fee / account holder | $761 | $3,356-77.3% | $4,882-84.4% | $5,306-85.7% |