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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 | $194,013 | $88,370+119.5% | $112,977+71.7% | $79,856+143.0% |
| Participation rate | 90.0% | 76.8%+13.2pp | 82.6%+7.4pp | 69.6%+20.4pp |
| Annual return | 19.39% | 23.16%-3.8pp | 24.24%-4.9pp | 31.71%-12.3pp |
| Employer contribution / active EE | $10,442 | $3,398+207.3% | $4,255+145.4% | $2,471+322.5% |
| Participant deferral / active EE | $3,603 | $4,536-20.6% | $5,836-38.3% | $3,741-3.7% |
| Admin fee / account holder | $1,266 | $5,750-78.0% | $6,294-79.9% | $5,306-76.1% |