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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 | $192,026 | $72,492+164.9% | $87,104+120.5% | $72,975+163.1% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.6pp | 69.5%+26.9pp |
| Annual return | 16.22% | 24.46%-8.2pp | 28.19%-12.0pp | 81.01%-64.8pp |
| Employer contribution / active EE | $9,126 | $1,894+381.9% | $2,521+261.9% | $2,440+274.0% |
| Participant deferral / active EE | $6,648 | $3,270+103.3% | $4,048+64.2% | $3,608+84.3% |
| Admin fee / account holder | $11,248 | $5,055+122.5% | $7,491+50.2% | $5,124+119.5% |