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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 | $199,587 | $118,488+68.4% | $98,462+102.7% | $139,487+43.1% |
| Participation rate | 93.8% | 77.5%+16.3pp | 75.2%+18.6pp | 80.3%+13.4pp |
| Annual return | 15.20% | 18.96%-3.8pp | 21.17%-6.0pp | 373.84%-358.6pp |
| Employer contribution / active EE | $8,097 | $3,611+124.3% | $3,049+165.6% | $4,755+70.3% |
| Participant deferral / active EE | $9,163 | $5,393+69.9% | $4,738+93.4% | $6,713+36.5% |
| Admin fee / account holder | $6,117 | $13,868-55.9% | $8,875-31.1% | $11,407-46.4% |