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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 | $171,013 | $99,875+71.2% | $146,866+16.4% | $86,983+96.6% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.5%-4.1pp | 69.5%+8.9pp |
| Annual return | 17.59% | 28.10%-10.5pp | 102.85%-85.3pp | 25.83%-8.2pp |
| Employer contribution / active EE | $7,529 | $3,224+133.5% | $4,425+70.2% | $2,584+191.3% |
| Participant deferral / active EE | $11,341 | $6,322+79.4% | $7,759+46.2% | $4,194+170.4% |
| Admin fee / account holder | $4,646 | $7,838-40.7% | $13,620-65.9% | $7,856-40.9% |