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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 | $89,259+104.6% | $107,187+70.4% | $82,637+121.0% |
| Participation rate | 72.7% | 67.9%+4.8pp | 75.0%-2.3pp | 68.1%+4.7pp |
| Annual return | 14.98% | 21.02%-6.0pp | 204.55%-189.6pp | 53.51%-38.5pp |
| Employer contribution / active EE | $8,519 | $3,080+176.6% | $3,782+125.2% | $2,552+233.8% |
| Participant deferral / active EE | $6,523 | $4,037+61.6% | $5,096+28.0% | $4,126+58.1% |
| Admin fee / account holder | $3,368 | $7,381-54.4% | $9,162-63.2% | $7,339-54.1% |