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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 | $171,295 | $58,523+192.7% | $99,475+72.2% | $72,975+134.7% |
| Participation rate | 86.0% | 64.6%+21.4pp | 73.8%+12.2pp | 69.5%+16.6pp |
| Annual return | 24.47% | 28.51%-4.0pp | 30.72%-6.3pp | 81.01%-56.5pp |
| Employer contribution / active EE | $7,990 | $1,512+428.4% | $2,540+214.6% | $2,440+227.4% |
| Participant deferral / active EE | $7,990 | $2,606+206.6% | $3,619+120.8% | $3,608+121.5% |
| Admin fee / account holder | $1,848 | $4,102-54.9% | $6,252-70.4% | $5,124-63.9% |