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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 | $191,786 | $87,878+118.2% | $97,411+96.9% | $82,637+132.1% |
| Participation rate | 87.5% | 75.6%+11.9pp | 80.4%+7.1pp | 68.1%+19.4pp |
| Annual return | 14.56% | 54.63%-40.1pp | 34.72%-20.2pp | 53.51%-38.9pp |
| Employer contribution / active EE | $4,703 | $3,800+23.8% | $4,210+11.7% | $2,552+84.3% |
| Participant deferral / active EE | $13,066 | $5,525+136.5% | $5,886+122.0% | $4,126+216.7% |
| Admin fee / account holder | $6,458 | $6,743-4.2% | $7,145-9.6% | $7,339-12.0% |