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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 | $192,638 | $109,359+76.2% | $162,185+18.8% | $72,976+164.0% |
| Participation rate | 81.8% | 84.3%-2.4pp | 87.6%-5.7pp | 69.5%+12.3pp |
| Annual return | 30.80% | 25.46%+5.3pp | 115.61%-84.8pp | 81.02%-50.2pp |
| Employer contribution / active EE | $21,197 | $3,907+442.5% | $5,613+277.6% | $2,440+768.7% |
| Participant deferral / active EE | $10,117 | $5,481+84.6% | $7,297+38.6% | $3,608+180.4% |
| Admin fee / account holder | $2,955 | $7,972-62.9% | $10,844-72.7% | $5,124-42.3% |