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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 | $187,369 | $97,648+91.9% | $121,663+54.0% | $87,485+114.2% |
| Participation rate | 79.4% | 70.5%+8.9pp | 74.5%+4.9pp | 68.9%+10.4pp |
| Annual return | 16.74% | 18.03%-1.3pp | 147.54%-130.8pp | 26.06%-9.3pp |
| Employer contribution / active EE | $3,616 | $2,300+57.2% | $3,020+19.7% | $2,596+39.3% |
| Participant deferral / active EE | $8,339 | $3,923+112.5% | $4,887+70.6% | $4,274+95.1% |
| Admin fee / account holder | $2,327 | $11,100-79.0% | $14,289-83.7% | $7,775-70.1% |