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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 | $179,518 | $89,259+101.1% | $107,187+67.5% | $82,637+117.2% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.3pp |
| Annual return | 15.75% | 21.02%-5.3pp | 204.55%-188.8pp | 53.51%-37.8pp |
| Employer contribution / active EE | $3,559 | $3,080+15.6% | $3,782-5.9% | $2,552+39.5% |
| Participant deferral / active EE | $9,082 | $4,037+124.9% | $5,096+78.2% | $4,126+120.1% |
| Admin fee / account holder | $993 | $7,381-86.5% | $9,162-89.2% | $7,339-86.5% |