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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 | $192,253 | $89,370+115.1% | $141,197+36.2% | $72,976+163.4% |
| Participation rate | 73.0% | 75.1%-2.2pp | 82.5%-9.5pp | 69.5%+3.5pp |
| Annual return | 25.86% | 111.88%-86.0pp | 71.41%-45.5pp | 81.02%-55.2pp |
| Employer contribution / active EE | $4,709 | $3,115+51.2% | $4,736-0.6% | $2,440+93.0% |
| Participant deferral / active EE | $11,243 | $5,419+107.5% | $6,710+67.6% | $3,608+211.6% |
| Admin fee / account holder | $9,102 | $5,957+52.8% | $10,265-11.3% | $5,124+77.6% |