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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 | $182,652 | $96,731+88.8% | $123,973+47.3% | $86,983+110.0% |
| Participation rate | 72.7% | 70.0%+2.7pp | 76.7%-3.9pp | 69.5%+3.2pp |
| Annual return | 14.98% | 17.33%-2.3pp | 388.13%-373.2pp | 25.83%-10.9pp |
| Employer contribution / active EE | $8,519 | $3,297+158.4% | $4,126+106.5% | $2,584+229.6% |
| Participant deferral / active EE | $6,523 | $4,152+57.1% | $5,247+24.3% | $4,194+55.5% |
| Admin fee / account holder | $3,368 | $8,722-61.4% | $11,799-71.5% | $7,856-57.1% |