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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 | $189,615 | $125,797+50.7% | $170,043+11.5% | $75,173+152.2% |
| Participation rate | 72.2% | 83.6%-11.4pp | 87.0%-14.8pp | 67.2%+5.0pp |
| Annual return | 19.68% | 27.20%-7.5pp | 53.40%-33.7pp | 160.72%-141.0pp |
| Employer contribution / active EE | $6,994 | $4,616+51.5% | $6,790+3.0% | $2,671+161.9% |
| Participant deferral / active EE | $12,002 | $6,838+75.5% | $10,410+15.3% | $4,126+190.9% |
| Admin fee / account holder | $5,177 | $8,177-36.7% | $12,824-59.6% | $5,651-8.4% |