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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 | $189,344 | $101,778+86.0% | $164,975+14.8% | $80,925+134.0% |
| Participation rate | 88.1% | 71.8%+16.3pp | 78.6%+9.5pp | 67.7%+20.4pp |
| Annual return | 11.59% | 16.73%-5.1pp | 70.12%-58.5pp | 35.65%-24.1pp |
| Employer contribution / active EE | $6,514 | $2,954+120.5% | $4,343+50.0% | $2,756+136.4% |
| Participant deferral / active EE | $10,709 | $4,477+139.2% | $6,033+77.5% | $4,299+149.1% |
| Admin fee / account holder | $5,888 | $8,221-28.4% | $12,688-53.6% | $6,940-15.2% |