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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 | $154,108 | $48,011+221.0% | $63,803+141.5% | $82,637+86.5% |
| Participation rate | 91.1% | 66.6%+24.5pp | 72.7%+18.4pp | 68.1%+23.0pp |
| Annual return | 23.06% | 19.84%+3.2pp | 543.72%-520.7pp | 53.51%-30.4pp |
| Employer contribution / active EE | $6,480 | $1,904+240.4% | $2,532+155.9% | $2,552+153.9% |
| Participant deferral / active EE | $7,904 | $2,846+177.7% | $3,843+105.7% | $4,126+91.6% |
| Admin fee / account holder | $10,747 | $3,873+177.5% | $5,196+106.8% | $7,339+46.4% |