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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 | $212,736 | $93,589+127.3% | $135,942+56.5% | $75,181+183.0% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 16.21% | 30.90%-14.7pp | 68.28%-52.1pp | 160.69%-144.5pp |
| Employer contribution / active EE | $4,638 | $3,537+31.1% | $4,858-4.5% | $2,671+73.7% |
| Participant deferral / active EE | $12,622 | $6,405+97.1% | $7,759+62.7% | $4,126+205.9% |
| Admin fee / account holder | $6,090 | $6,977-12.7% | $10,764-43.4% | $5,650+7.8% |