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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 | $199,516 | $108,882+83.2% | $96,754+106.2% | $154,746+28.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 70.3%+7.5pp | 80.7%-2.9pp |
| Annual return | 21.63% | 98.39%-76.8pp | 82.04%-60.4pp | 172.34%-150.7pp |
| Employer contribution / active EE | $9,008 | $3,018+198.4% | $2,679+236.2% | $4,379+105.7% |
| Participant deferral / active EE | $14,029 | $5,323+163.6% | $4,758+194.8% | $6,730+108.4% |
| Admin fee / account holder | $15,001 | $10,200+47.1% | $8,905+68.5% | $14,365+4.4% |