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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 | $229,831 | $58,493+292.9% | $84,023+173.5% | $72,976+214.9% |
| Participation rate | 98.6% | 61.2%+37.3pp | 69.0%+29.5pp | 69.5%+29.1pp |
| Annual return | 24.33% | 28.93%-4.6pp | 71.32%-47.0pp | 81.02%-56.7pp |
| Employer contribution / active EE | $9,414 | $1,163+709.4% | $1,984+374.5% | $2,440+285.8% |
| Participant deferral / active EE | $6,845 | $2,394+185.9% | $3,239+111.3% | $3,608+89.7% |
| Admin fee / account holder | $2,945 | $4,569-35.5% | $6,102-51.7% | $5,124-42.5% |