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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 | $192,179 | $99,875+92.4% | $146,866+30.9% | $86,983+120.9% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.5%+19.7pp |
| Annual return | 17.02% | 28.10%-11.1pp | 102.85%-85.8pp | 25.83%-8.8pp |
| Employer contribution / active EE | $4,484 | $3,224+39.1% | $4,425+1.3% | $2,584+73.5% |
| Participant deferral / active EE | $17,312 | $6,322+173.8% | $7,759+123.1% | $4,194+312.8% |
| Admin fee / account holder | $5,668 | $7,838-27.7% | $13,620-58.4% | $7,856-27.8% |