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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 | $173,442 | $78,423+121.2% | $95,964+80.7% | $79,856+117.2% |
| Participation rate | 89.7% | 73.5%+16.2pp | 77.1%+12.6pp | 69.6%+20.1pp |
| Annual return | 11.42% | 19.37%-8.0pp | 91.64%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,469 | $1,945+26.9% | $2,541-2.8% | $2,471-0.1% |
| Participant deferral / active EE | $8,353 | $3,440+142.8% | $4,167+100.5% | $3,741+123.3% |
| Admin fee / account holder | $12,647 | $5,622+125.0% | $6,797+86.1% | $5,306+138.3% |