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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 | $195,944 | $83,485+134.7% | $125,195+56.5% | $72,976+168.5% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+10.0pp | 69.5%+20.3pp |
| Annual return | 17.43% | 25.77%-8.3pp | 43.79%-26.4pp | 81.02%-63.6pp |
| Employer contribution / active EE | $5,451 | $2,346+132.4% | $3,866+41.0% | $2,440+123.4% |
| Participant deferral / active EE | $8,486 | $3,586+136.6% | $4,937+71.9% | $3,608+135.2% |
| Admin fee / account holder | $9,170 | $5,518+66.2% | $9,704-5.5% | $5,124+79.0% |