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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 | $207,550 | $125,797+65.0% | $170,043+22.1% | $75,173+176.1% |
| Participation rate | 73.8% | 83.6%-9.8pp | 87.0%-13.3pp | 67.2%+6.5pp |
| Annual return | 18.83% | 27.20%-8.4pp | 53.40%-34.6pp | 160.72%-141.9pp |
| Employer contribution / active EE | $7,687 | $4,616+66.5% | $6,790+13.2% | $2,671+187.8% |
| Participant deferral / active EE | $15,007 | $6,838+119.5% | $10,410+44.2% | $4,126+263.7% |
| Admin fee / account holder | $9,660 | $8,177+18.1% | $12,824-24.7% | $5,651+71.0% |