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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 | $192,811 | $109,359+76.3% | $162,177+18.9% | $72,975+164.2% |
| Participation rate | 88.5% | 84.3%+4.2pp | 87.6%+0.9pp | 69.5%+19.0pp |
| Annual return | 24.87% | 25.46%-0.6pp | 115.60%-90.7pp | 81.01%-56.1pp |
| Employer contribution / active EE | $4,827 | $3,907+23.5% | $5,613-14.0% | $2,440+97.8% |
| Participant deferral / active EE | $9,883 | $5,481+80.3% | $7,297+35.4% | $3,608+173.9% |
| Admin fee / account holder | $3,360 | $7,972-57.9% | $10,843-69.0% | $5,124-34.4% |