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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 | $202,788 | $106,749+90.0% | $145,433+39.4% | $82,448+146.0% |
| Participation rate | 84.8% | 75.6%+9.2pp | 82.1%+2.7pp | 68.1%+16.8pp |
| Annual return | 17.45% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $7,307 | $3,444+112.1% | $4,554+60.4% | $2,551+186.4% |
| Participant deferral / active EE | $6,136 | $6,519-5.9% | $7,897-22.3% | $4,139+48.2% |
| Admin fee / account holder | $5,251 | $8,390-37.4% | $13,129-60.0% | $7,234-27.4% |