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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 | $173,780 | $89,370+94.4% | $141,197+23.1% | $72,976+138.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 38.22% | 111.88%-73.7pp | 71.41%-33.2pp | 81.02%-42.8pp |
| Employer contribution / active EE | $4,454 | $3,115+43.0% | $4,736-6.0% | $2,440+82.5% |
| Participant deferral / active EE | $7,735 | $5,419+42.8% | $6,710+15.3% | $3,608+114.4% |
| Admin fee / account holder | $1,312 | $5,957-78.0% | $10,265-87.2% | $5,124-74.4% |