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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 | $197,179 | $79,449+148.2% | $189,558+4.0% | $85,856+129.7% |
| Participation rate | 77.1% | 66.0%+11.2pp | 78.5%-1.3pp | 69.3%+7.8pp |
| Annual return | 16.13% | 18.45%-2.3pp | 64.19%-48.1pp | 318.58%-302.5pp |
| Employer contribution / active EE | $4,896 | $2,081+135.3% | $4,412+11.0% | $2,565+90.9% |
| Participant deferral / active EE | $9,329 | $4,051+130.3% | $6,174+51.1% | $3,952+136.1% |
| Admin fee / account holder | $17,621 | $5,377+227.7% | $9,809+79.6% | $6,261+181.5% |