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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 | $197,126 | $106,749+84.7% | $145,433+35.5% | $82,448+139.1% |
| Participation rate | 97.0% | 75.6%+21.3pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 15.82% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $4,406 | $3,444+27.9% | $4,554-3.3% | $2,551+72.7% |
| Participant deferral / active EE | $12,476 | $6,519+91.4% | $7,897+58.0% | $4,139+201.4% |
| Admin fee / account holder | $793 | $8,390-90.5% | $13,129-94.0% | $7,234-89.0% |