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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 | $206,693 | $81,233+154.4% | $155,567+32.9% | $80,874+155.6% |
| Participation rate | 76.3% | 66.2%+10.1pp | 78.2%-1.9pp | 67.6%+8.7pp |
| Annual return | 14.62% | 33.33%-18.7pp | 64.74%-50.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $4,104 | $3,101+32.3% | $4,674-12.2% | $2,756+48.9% |
| Participant deferral / active EE | $8,479 | $3,452+145.6% | $5,628+50.7% | $4,297+97.3% |
| Admin fee / account holder | $1,595 | $7,998-80.1% | $15,916-90.0% | $6,935-77.0% |