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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 | $192,771 | $136,860+40.9% | $120,344+60.2% | $154,746+24.6% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 13.08% | 21.38%-8.3pp | 20.30%-7.2pp | 172.34%-159.3pp |
| Employer contribution / active EE | $7,383 | $3,533+109.0% | $3,020+144.5% | $4,379+68.6% |
| Participant deferral / active EE | $7,774 | $5,793+34.2% | $5,135+51.4% | $6,730+15.5% |
| Admin fee / account holder | $42,963 | $15,393+179.1% | $12,742+237.2% | $14,365+199.1% |