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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 | $77,460+157.3% | $100,378+98.5% | $80,925+146.2% |
| Participation rate | 75.0% | 76.9%-1.9pp | 81.5%-6.5pp | 67.7%+7.3pp |
| Annual return | 15.11% | 37.24%-22.1pp | 49.41%-34.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $4,819 | $2,801+72.0% | $3,942+22.2% | $2,756+74.8% |
| Participant deferral / active EE | $7,333 | $6,818+7.6% | $8,087-9.3% | $4,299+70.6% |
| Admin fee / account holder | $13,978 | $5,887+137.4% | $7,899+77.0% | $6,940+101.4% |