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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 | $202,294 | $110,240+83.5% | $96,544+109.5% | $139,487+45.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 24.76% | 26.41%-1.7pp | 25.88%-1.1pp | 373.84%-349.1pp |
| Employer contribution / active EE | $4,334 | $3,622+19.6% | $2,966+46.1% | $4,755-8.9% |
| Participant deferral / active EE | $15,170 | $5,549+173.4% | $4,851+212.7% | $6,713+126.0% |
| Admin fee / account holder | $1,453 | $11,602-87.5% | $8,254-82.4% | $11,407-87.3% |