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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 | $195,542 | $98,652+98.2% | $142,942+36.8% | $82,448+137.2% |
| Participation rate | 90.6% | 72.8%+17.9pp | 76.8%+13.8pp | 68.1%+22.6pp |
| Annual return | 17.59% | 22.65%-5.1pp | 113.70%-96.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $8,745 | $3,211+172.4% | $4,139+111.3% | $2,551+242.8% |
| Participant deferral / active EE | $18,194 | $5,580+226.0% | $7,128+155.2% | $4,139+339.6% |
| Admin fee / account holder | $4,637 | $8,078-42.6% | $12,475-62.8% | $7,234-35.9% |