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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 | $196,210 | $93,598+109.6% | $135,974+44.3% | $75,173+161.0% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 20.93% | 30.89%-10.0pp | 68.30%-47.4pp | 160.72%-139.8pp |
| Employer contribution / active EE | $3,610 | $3,538+2.0% | $4,859-25.7% | $2,671+35.2% |
| Participant deferral / active EE | $10,048 | $6,405+56.9% | $7,760+29.5% | $4,126+143.5% |
| Admin fee / account holder | $826 | $6,978-88.2% | $10,767-92.3% | $5,651-85.4% |