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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 | $198,474 | $93,589+112.1% | $135,942+46.0% | $75,181+164.0% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 17.23% | 30.90%-13.7pp | 68.28%-51.0pp | 160.69%-143.5pp |
| Employer contribution / active EE | $3,871 | $3,537+9.4% | $4,858-20.3% | $2,671+45.0% |
| Participant deferral / active EE | $9,271 | $6,405+44.7% | $7,759+19.5% | $4,126+124.7% |
| Admin fee / account holder | $6,229 | $6,977-10.7% | $10,764-42.1% | $5,650+10.2% |