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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 | $191,094 | $93,589+104.2% | $135,942+40.6% | $75,181+154.2% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 15.42% | 30.90%-15.5pp | 68.28%-52.9pp | 160.69%-145.3pp |
| Employer contribution / active EE | $4,738 | $3,537+33.9% | $4,858-2.5% | $2,671+77.4% |
| Participant deferral / active EE | $10,318 | $6,405+61.1% | $7,759+33.0% | $4,126+150.1% |
| Admin fee / account holder | $5,826 | $6,977-16.5% | $10,764-45.9% | $5,650+3.1% |