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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 | $201,207 | $93,617+114.9% | $135,982+48.0% | $75,177+167.6% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 19.52% | 30.89%-11.4pp | 68.32%-48.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $14,395 | $3,538+306.8% | $4,859+196.3% | $2,671+438.9% |
| Participant deferral / active EE | $4,618 | $6,406-27.9% | $7,760-40.5% | $4,126+11.9% |
| Admin fee / account holder | $1,372 | $6,980-80.3% | $10,767-87.3% | $5,651-75.7% |