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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 | $187,528 | $89,367+109.8% | $141,191+32.8% | $72,975+157.0% |
| Participation rate | 90.7% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.2pp |
| Annual return | 24.76% | 111.87%-87.1pp | 71.41%-46.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $4,707 | $3,115+51.1% | $4,736-0.6% | $2,440+92.9% |
| Participant deferral / active EE | $7,593 | $5,419+40.1% | $6,710+13.2% | $3,608+110.5% |
| Admin fee / account holder | $2,817 | $5,957-52.7% | $10,264-72.6% | $5,124-45.0% |