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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 | $170,854 | $78,423+117.9% | $95,964+78.0% | $79,856+114.0% |
| Participation rate | 94.4% | 73.5%+21.0pp | 77.1%+17.4pp | 69.6%+24.8pp |
| Annual return | 15.26% | 19.37%-4.1pp | 91.64%-76.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $5,658 | $1,945+190.8% | $2,541+122.6% | $2,471+129.0% |
| Participant deferral / active EE | $7,407 | $3,440+115.3% | $4,167+77.8% | $3,741+98.0% |
| Admin fee / account holder | $1,995 | $5,622-64.5% | $6,797-70.7% | $5,306-62.4% |