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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 | $225,292 | $118,488+90.1% | $98,462+128.8% | $139,487+61.5% |
| Participation rate | 91.7% | 77.5%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 16.38% | 18.96%-2.6pp | 21.17%-4.8pp | 373.84%-357.5pp |
| Employer contribution / active EE | $8,610 | $3,611+138.5% | $3,049+182.4% | $4,755+81.1% |
| Participant deferral / active EE | $7,713 | $5,393+43.0% | $4,738+62.8% | $6,713+14.9% |
| Admin fee / account holder | $7,069 | $13,868-49.0% | $8,875-20.4% | $11,407-38.0% |