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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 | $205,998 | $93,589+120.1% | $135,942+51.5% | $75,181+174.0% |
| Participation rate | 87.2% | 75.2%+12.0pp | 81.9%+5.3pp | 67.2%+20.0pp |
| Annual return | 16.70% | 30.90%-14.2pp | 68.28%-51.6pp | 160.69%-144.0pp |
| Employer contribution / active EE | $4,543 | $3,537+28.4% | $4,858-6.5% | $2,671+70.1% |
| Participant deferral / active EE | $13,024 | $6,405+103.3% | $7,759+67.9% | $4,126+215.7% |
| Admin fee / account holder | $7,045 | $6,977+1.0% | $10,764-34.6% | $5,650+24.7% |