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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 | $199,956 | $107,421+86.1% | $182,262+9.7% | $94,015+112.7% |
| Participation rate | 96.6% | 77.8%+18.8pp | 84.2%+12.4pp | 70.8%+25.8pp |
| Annual return | 15.08% | 21.32%-6.2pp | 140.60%-125.5pp | 17.84%-2.8pp |
| Employer contribution / active EE | $7,373 | $3,448+113.9% | $5,046+46.1% | $2,790+164.3% |
| Participant deferral / active EE | $7,707 | $6,558+17.5% | $8,276-6.9% | $4,249+81.4% |
| Admin fee / account holder | $4,044 | $8,692-53.5% | $16,712-75.8% | $8,951-54.8% |