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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 | $215,153 | $62,672+243.3% | $185,117+16.2% | $70,126+206.8% |
| Participation rate | 92.6% | 63.8%+28.8pp | 77.3%+15.3pp | 69.5%+23.1pp |
| Annual return | 16.33% | 40.79%-24.5pp | 40.50%-24.2pp | 73.15%-56.8pp |
| Employer contribution / active EE | $4,382 | $1,753+150.0% | $4,182+4.8% | $2,343+87.1% |
| Participant deferral / active EE | $6,697 | $3,272+104.7% | $5,045+32.8% | $3,332+101.0% |
| Admin fee / account holder | $490 | $3,932-87.5% | $8,159-94.0% | $4,645-89.4% |