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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 | $201,575 | $93,598+115.4% | $135,974+48.2% | $75,173+168.1% |
| Participation rate | 77.5% | 75.2%+2.3pp | 81.9%-4.4pp | 67.2%+10.3pp |
| Annual return | 17.87% | 30.89%-13.0pp | 68.30%-50.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $4,040 | $3,538+14.2% | $4,859-16.8% | $2,671+51.3% |
| Participant deferral / active EE | $9,061 | $6,405+41.5% | $7,760+16.8% | $4,126+119.6% |
| Admin fee / account holder | $7,220 | $6,978+3.5% | $10,767-32.9% | $5,651+27.8% |