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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 | $200,846 | $91,559+119.4% | $133,978+49.9% | $79,856+151.5% |
| Participation rate | 89.2% | 73.3%+15.8pp | 79.8%+9.3pp | 69.6%+19.5pp |
| Annual return | 28.03% | 61.85%-33.8pp | 45.10%-17.1pp | 31.71%-3.7pp |
| Employer contribution / active EE | $4,728 | $2,384+98.3% | $3,919+20.6% | $2,471+91.3% |
| Participant deferral / active EE | $5,983 | $3,734+60.2% | $5,047+18.5% | $3,741+59.9% |
| Admin fee / account holder | $1,682 | $6,321-73.4% | $8,930-81.2% | $5,306-68.3% |