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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 | $193,428 | $76,407+153.2% | $150,298+28.7% | $82,448+134.6% |
| Participation rate | 76.7% | 66.4%+10.3pp | 77.8%-1.0pp | 68.1%+8.7pp |
| Annual return | 19.23% | 39.99%-20.8pp | 62.79%-43.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $6,323 | $2,614+141.9% | $4,154+52.2% | $2,551+147.9% |
| Participant deferral / active EE | $3,546 | $3,214+10.3% | $5,453-35.0% | $4,139-14.3% |
| Admin fee / account holder | $10,336 | $6,352+62.7% | $14,116-26.8% | $7,234+42.9% |