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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 | $192,510 | $77,908+147.1% | $149,696+28.6% | $75,173+156.1% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 18.72% | 31.73%-13.0pp | 134.46%-115.7pp | 160.72%-142.0pp |
| Employer contribution / active EE | $5,985 | $3,138+90.7% | $4,821+24.2% | $2,671+124.1% |
| Participant deferral / active EE | $4,157 | $3,411+21.9% | $5,682-26.8% | $4,126+0.7% |
| Admin fee / account holder | $6,043 | $5,950+1.6% | $13,212-54.3% | $5,651+6.9% |