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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 | $190,593 | $84,236+126.3% | $170,435+11.8% | $70,126+171.8% |
| Participation rate | 95.1% | 70.8%+24.3pp | 83.6%+11.5pp | 69.5%+25.6pp |
| Annual return | 17.73% | 23.06%-5.3pp | 205.94%-188.2pp | 73.15%-55.4pp |
| Employer contribution / active EE | $3,740 | $3,387+10.4% | $5,432-31.1% | $2,343+59.7% |
| Participant deferral / active EE | $6,932 | $3,086+124.6% | $4,939+40.3% | $3,332+108.0% |
| Admin fee / account holder | $737 | $5,698-87.1% | $13,881-94.7% | $4,645-84.1% |