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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 | $101,778+95.6% | $164,975+20.6% | $80,925+146.0% |
| Participation rate | 86.0% | 71.8%+14.2pp | 78.6%+7.4pp | 67.7%+18.4pp |
| Annual return | 11.69% | 16.73%-5.0pp | 70.12%-58.4pp | 35.65%-24.0pp |
| Employer contribution / active EE | $5,754 | $2,954+94.8% | $4,343+32.5% | $2,756+108.8% |
| Participant deferral / active EE | $7,689 | $4,477+71.8% | $6,033+27.4% | $4,299+78.9% |
| Admin fee / account holder | $7,738 | $8,221-5.9% | $12,688-39.0% | $6,940+11.5% |