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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 | $151,779 | $58,828+158.0% | $78,002+94.6% | $62,881+141.4% |
| Participation rate | 98.4% | 71.1%+27.3pp | 75.5%+22.9pp | 69.3%+29.1pp |
| Annual return | 7.22% | 17.16%-9.9pp | 425.99%-418.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $8,722 | $1,672+421.7% | $2,470+253.1% | $2,281+282.4% |
| Participant deferral / active EE | $4,482 | $2,686+66.9% | $3,497+28.2% | $3,203+39.9% |
| Admin fee / account holder | $4,259 | $4,393-3.1% | $5,481-22.3% | $4,296-0.9% |