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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 | $163,773 | $91,559+78.9% | $133,971+22.2% | $79,852+105.1% |
| Participation rate | 92.6% | 73.3%+19.2pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | 17.59% | 61.85%-44.3pp | 45.09%-27.5pp | 31.72%-14.1pp |
| Employer contribution / active EE | $8,148 | $2,384+241.8% | $3,919+107.9% | $2,471+229.7% |
| Participant deferral / active EE | $4,873 | $3,734+30.5% | $5,047-3.4% | $3,740+30.3% |
| Admin fee / account holder | $2,169 | $6,321-65.7% | $8,929-75.7% | $5,306-59.1% |