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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 | $207,584 | $93,617+121.7% | $135,982+52.7% | $75,177+176.1% |
| Participation rate | 84.2% | 75.2%+9.0pp | 81.9%+2.3pp | 67.2%+17.0pp |
| Annual return | 19.72% | 30.89%-11.2pp | 68.32%-48.6pp | 160.75%-141.0pp |
| Employer contribution / active EE | $1,891 | $3,538-46.6% | $4,859-61.1% | $2,671-29.2% |
| Participant deferral / active EE | $6,988 | $6,406+9.1% | $7,760-9.9% | $4,126+69.4% |
| Admin fee / account holder | $7,649 | $6,980+9.6% | $10,767-29.0% | $5,651+35.4% |