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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 | $194,176 | $72,486+167.9% | $87,103+122.9% | $72,976+166.1% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 22.99% | 24.46%-1.5pp | 28.19%-5.2pp | 81.02%-58.0pp |
| Employer contribution / active EE | $11,598 | $1,894+512.4% | $2,521+360.0% | $2,440+375.3% |
| Participant deferral / active EE | $7,420 | $3,270+126.9% | $4,049+83.3% | $3,608+105.7% |
| Admin fee / account holder | $7,078 | $5,055+40.0% | $7,491-5.5% | $5,124+38.1% |