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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 | $189,023 | $106,749+77.1% | $145,433+30.0% | $82,448+129.3% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 19.51% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $6,181 | $3,444+79.4% | $4,554+35.7% | $2,551+142.3% |
| Participant deferral / active EE | $9,075 | $6,519+39.2% | $7,897+14.9% | $4,139+119.2% |
| Admin fee / account holder | $2,295 | $8,390-72.6% | $13,129-82.5% | $7,234-68.3% |