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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 | $198,140 | $106,749+85.6% | $145,433+36.2% | $82,448+140.3% |
| Participation rate | 75.3% | 75.6%-0.3pp | 82.1%-6.8pp | 68.1%+7.3pp |
| Annual return | 15.82% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $7,092 | $3,444+105.9% | $4,554+55.7% | $2,551+178.0% |
| Participant deferral / active EE | $7,558 | $6,519+15.9% | $7,897-4.3% | $4,139+82.6% |
| Admin fee / account holder | $17,291 | $8,390+106.1% | $13,129+31.7% | $7,234+139.0% |