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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 | $202,845 | $89,259+127.3% | $107,187+89.2% | $82,637+145.5% |
| Participation rate | 87.8% | 67.9%+19.9pp | 75.0%+12.8pp | 68.1%+19.8pp |
| Annual return | 16.36% | 21.02%-4.7pp | 204.55%-188.2pp | 53.51%-37.1pp |
| Employer contribution / active EE | $3,375 | $3,080+9.6% | $3,782-10.8% | $2,552+32.2% |
| Participant deferral / active EE | $8,523 | $4,037+111.1% | $5,096+67.3% | $4,126+106.6% |
| Admin fee / account holder | $12,490 | $7,381+69.2% | $9,162+36.3% | $7,339+70.2% |