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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 | $192,219 | $95,453+101.4% | $112,040+71.6% | $82,448+133.1% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.5%+1.9pp | 68.1%+10.3pp |
| Annual return | 15.25% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,162 | $2,318+79.6% | $2,954+40.9% | $2,551+63.1% |
| Participant deferral / active EE | $10,914 | $4,224+158.4% | $5,098+114.1% | $4,139+163.7% |
| Admin fee / account holder | $1,879 | $9,013-79.2% | $12,098-84.5% | $7,234-74.0% |