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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 | $204,813 | $76,407+168.1% | $150,298+36.3% | $82,448+148.4% |
| Participation rate | 90.9% | 66.4%+24.5pp | 77.8%+13.1pp | 68.1%+22.8pp |
| Annual return | 13.86% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $4,169 | $2,614+59.5% | $4,154+0.4% | $2,551+63.4% |
| Participant deferral / active EE | $8,376 | $3,214+160.6% | $5,453+53.6% | $4,139+102.3% |
| Admin fee / account holder | $3,252 | $6,352-48.8% | $14,116-77.0% | $7,234-55.0% |