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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 | $192,405 | $81,504+136.1% | $102,437+87.8% | $80,959+137.7% |
| Participation rate | 89.5% | 66.9%+22.6pp | 74.5%+15.0pp | 67.7%+21.8pp |
| Annual return | 12.77% | 25.60%-12.8pp | 24.95%-12.2pp | 35.67%-22.9pp |
| Employer contribution / active EE | $6,765 | $3,104+118.0% | $3,871+74.8% | $2,757+145.3% |
| Participant deferral / active EE | $7,450 | $3,871+92.5% | $5,060+47.2% | $4,300+73.2% |
| Admin fee / account holder | $622 | $6,719-90.7% | $8,388-92.6% | $6,925-91.0% |