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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 | $75,541+156.1% | $152,093+27.2% | $82,637+134.1% |
| Participation rate | 76.7% | 66.5%+10.2pp | 77.8%-1.0pp | 68.1%+8.7pp |
| Annual return | 19.23% | 32.56%-13.3pp | 66.36%-47.1pp | 53.51%-34.3pp |
| Employer contribution / active EE | $6,323 | $2,622+141.1% | $4,175+51.4% | $2,552+147.7% |
| Participant deferral / active EE | $3,546 | $3,206+10.6% | $5,451-34.9% | $4,126-14.1% |
| Admin fee / account holder | $10,336 | $6,405+61.4% | $14,497-28.7% | $7,339+40.8% |