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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 | $199,271 | $77,472+157.2% | $100,415+98.4% | $80,959+146.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 81.5%-6.5pp | 67.7%+7.3pp |
| Annual return | 15.11% | 37.26%-22.1pp | 49.47%-34.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $4,819 | $2,800+72.1% | $3,943+22.2% | $2,757+74.8% |
| Participant deferral / active EE | $7,333 | $6,818+7.6% | $8,091-9.4% | $4,300+70.5% |
| Admin fee / account holder | $13,978 | $5,885+137.5% | $7,906+76.8% | $6,925+101.8% |