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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 | $188,464 | $123,793+52.2% | $177,840+6.0% | $79,852+136.0% |
| Participation rate | 80.8% | 84.7%-3.9pp | 87.7%-6.9pp | 69.6%+11.1pp |
| Annual return | 22.90% | 22.82%+0.1pp | 48.32%-25.4pp | 31.72%-8.8pp |
| Employer contribution / active EE | $4,947 | $4,095+20.8% | $5,919-16.4% | $2,471+100.2% |
| Participant deferral / active EE | $13,046 | $5,956+119.0% | $7,714+69.1% | $3,740+248.8% |
| Admin fee / account holder | $3,139 | $7,243-56.7% | $12,431-74.8% | $5,306-40.8% |