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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 | $190,412 | $65,395+191.2% | $182,540+4.3% | $72,975+160.9% |
| Participation rate | 83.6% | 65.4%+18.2pp | 78.0%+5.6pp | 69.5%+14.1pp |
| Annual return | 25.17% | 27.68%-2.5pp | 148.58%-123.4pp | 81.01%-55.8pp |
| Employer contribution / active EE | $2,923 | $1,911+52.9% | $4,076-28.3% | $2,440+19.8% |
| Participant deferral / active EE | $8,325 | $3,563+133.7% | $5,525+50.7% | $3,608+130.7% |
| Admin fee / account holder | $2,865 | $4,245-32.5% | $8,593-66.7% | $5,124-44.1% |