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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 | $204,468 | $106,749+91.5% | $145,433+40.6% | $82,448+148.0% |
| Participation rate | 90.5% | 75.6%+14.8pp | 82.1%+8.4pp | 68.1%+22.4pp |
| Annual return | 16.97% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,279 | $3,444-33.8% | $4,554-50.0% | $2,551-10.6% |
| Participant deferral / active EE | $14,839 | $6,519+127.6% | $7,897+87.9% | $4,139+258.5% |
| Admin fee / account holder | $12,348 | $8,390+47.2% | $13,129-6.0% | $7,234+70.7% |