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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 | $192,210 | $73,978+159.8% | $96,515+99.2% | $75,173+155.7% |
| Participation rate | 89.5% | 66.4%+23.0pp | 74.3%+15.1pp | 67.2%+22.3pp |
| Annual return | 13.26% | 26.72%-13.5pp | 35.73%-22.5pp | 160.72%-147.5pp |
| Employer contribution / active EE | $7,895 | $2,931+169.4% | $3,740+111.1% | $2,671+195.6% |
| Participant deferral / active EE | $9,561 | $3,660+161.2% | $4,880+95.9% | $4,126+131.7% |
| Admin fee / account holder | $6,086 | $5,219+16.6% | $6,735-9.6% | $5,651+7.7% |