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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 | $179,903 | $93,598+92.2% | $135,974+32.3% | $75,173+139.3% |
| Participation rate | 93.0% | 75.2%+17.8pp | 81.9%+11.1pp | 67.2%+25.8pp |
| Annual return | 15.65% | 30.89%-15.2pp | 68.30%-52.7pp | 160.72%-145.1pp |
| Employer contribution / active EE | $10,383 | $3,538+193.5% | $4,859+113.7% | $2,671+288.7% |
| Participant deferral / active EE | $9,205 | $6,405+43.7% | $7,760+18.6% | $4,126+123.1% |
| Admin fee / account holder | $4,050 | $6,978-42.0% | $10,767-62.4% | $5,651-28.3% |