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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 | $88,672+128.8% | $105,223+92.8% | $82,448+146.0% |
| Participation rate | 87.8% | 67.9%+19.9pp | 75.0%+12.8pp | 68.1%+19.7pp |
| Annual return | 16.36% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,375 | $3,048+10.7% | $3,689-8.5% | $2,551+32.3% |
| Participant deferral / active EE | $8,523 | $4,036+111.2% | $5,072+68.1% | $4,139+105.9% |
| Admin fee / account holder | $12,490 | $7,146+74.8% | $8,859+41.0% | $7,234+72.7% |