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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 | $188,039 | $80,992+132.2% | $96,534+94.8% | $75,173+150.1% |
| Participation rate | 78.9% | 71.8%+7.2pp | 76.0%+3.0pp | 67.2%+11.7pp |
| Annual return | 20.66% | 27.05%-6.4pp | 25.88%-5.2pp | 160.72%-140.1pp |
| Employer contribution / active EE | $3,594 | $2,283+57.5% | $2,965+21.2% | $2,671+34.6% |
| Participant deferral / active EE | $7,704 | $3,929+96.1% | $4,851+58.8% | $4,126+86.7% |
| Admin fee / account holder | $1,074 | $6,717-84.0% | $8,253-87.0% | $5,651-81.0% |