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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 | $168,205 | $65,395+157.2% | $182,558-7.9% | $72,976+130.5% |
| Participation rate | 86.2% | 65.4%+20.8pp | 78.0%+8.2pp | 69.5%+16.7pp |
| Annual return | 19.83% | 27.68%-7.8pp | 148.59%-128.8pp | 81.02%-61.2pp |
| Employer contribution / active EE | $2,977 | $1,911+55.8% | $4,076-27.0% | $2,440+22.0% |
| Participant deferral / active EE | $7,082 | $3,563+98.8% | $5,526+28.2% | $3,608+96.3% |
| Admin fee / account holder | $10,041 | $4,245+136.6% | $8,594+16.8% | $5,124+96.0% |