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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 | $233,166 | $72,027+223.7% | $185,861+25.5% | $79,856+192.0% |
| Participation rate | 89.1% | 65.8%+23.3pp | 78.0%+11.0pp | 69.6%+19.5pp |
| Annual return | 19.21% | 23.13%-3.9pp | 35.96%-16.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,576 | $1,965+82.0% | $4,088-12.5% | $2,471+44.7% |
| Participant deferral / active EE | $9,981 | $3,780+164.1% | $5,634+77.2% | $3,741+166.8% |
| Admin fee / account holder | $8,575 | $4,513+90.0% | $9,503-9.8% | $5,306+61.6% |