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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 | $190,057 | $77,472+145.3% | $100,392+89.3% | $80,935+134.8% |
| Participation rate | 92.3% | 76.9%+15.4pp | 81.5%+10.8pp | 67.7%+24.6pp |
| Annual return | 12.63% | 37.26%-24.6pp | 49.45%-36.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,992 | $2,800-28.9% | $3,941-49.5% | $2,757-27.7% |
| Participant deferral / active EE | $9,936 | $6,818+45.7% | $8,090+22.8% | $4,299+131.1% |
| Admin fee / account holder | $1,376 | $5,885-76.6% | $7,904-82.6% | $6,924-80.1% |