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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 | $189,493 | $118,496+59.9% | $98,461+92.5% | $139,466+35.9% |
| Participation rate | 80.0% | 77.5%+2.5pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 16.62% | 18.96%-2.3pp | 21.17%-4.6pp | 373.66%-357.0pp |
| Employer contribution / active EE | $4,722 | $3,611+30.8% | $3,049+54.9% | $4,754-0.7% |
| Participant deferral / active EE | $14,423 | $5,393+167.4% | $4,738+204.4% | $6,712+114.9% |
| Admin fee / account holder | $5,386 | $14,056-61.7% | $8,961-39.9% | $11,409-52.8% |