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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 | $199,038 | $101,795+95.5% | $165,100+20.6% | $80,959+145.9% |
| Participation rate | 86.0% | 71.8%+14.2pp | 78.6%+7.4pp | 67.7%+18.4pp |
| Annual return | 11.69% | 16.73%-5.0pp | 70.21%-58.5pp | 35.67%-24.0pp |
| Employer contribution / active EE | $5,754 | $2,954+94.8% | $4,348+32.3% | $2,757+108.7% |
| Participant deferral / active EE | $7,689 | $4,476+71.8% | $6,035+27.4% | $4,300+78.8% |
| Admin fee / account holder | $7,738 | $8,221-5.9% | $12,696-39.0% | $6,925+11.7% |