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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 | $199,398 | $77,920+155.9% | $149,723+33.2% | $75,177+165.2% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 15.99% | 31.72%-15.7pp | 134.50%-118.5pp | 160.75%-144.8pp |
| Employer contribution / active EE | $9,039 | $3,138+188.0% | $4,821+87.5% | $2,671+238.4% |
| Participant deferral / active EE | $8,377 | $3,411+145.6% | $5,682+47.4% | $4,126+103.0% |
| Admin fee / account holder | $6,853 | $5,951+15.2% | $13,215-48.1% | $5,651+21.3% |