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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 | $212,256 | $107,421+97.6% | $182,262+16.5% | $94,015+125.8% |
| Participation rate | 93.3% | 77.8%+15.6pp | 84.2%+9.1pp | 70.8%+22.5pp |
| Annual return | 15.72% | 21.32%-5.6pp | 140.60%-124.9pp | 17.84%-2.1pp |
| Employer contribution / active EE | $4,680 | $3,448+35.7% | $5,046-7.3% | $2,790+67.7% |
| Participant deferral / active EE | $10,834 | $6,558+65.2% | $8,276+30.9% | $4,249+155.0% |
| Admin fee / account holder | $2,077 | $8,692-76.1% | $16,712-87.6% | $8,951-76.8% |