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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 | $196,939 | $77,920+152.7% | $149,723+31.5% | $75,177+162.0% |
| Participation rate | 95.2% | 65.6%+29.6pp | 78.8%+16.4pp | 67.2%+28.0pp |
| Annual return | 21.87% | 31.72%-9.9pp | 134.50%-112.6pp | 160.75%-138.9pp |
| Employer contribution / active EE | $4,741 | $3,138+51.1% | $4,821-1.7% | $2,671+77.5% |
| Participant deferral / active EE | $9,198 | $3,411+169.6% | $5,682+61.9% | $4,126+122.9% |
| Admin fee / account holder | $359 | $5,951-94.0% | $13,215-97.3% | $5,651-93.6% |