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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 | $180,369 | $77,638+132.3% | $156,551+15.2% | $62,881+186.8% |
| Participation rate | 91.4% | 71.2%+20.2pp | 84.0%+7.4pp | 69.3%+22.1pp |
| Annual return | 7.73% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $4,382 | $3,444+27.2% | $5,501-20.4% | $2,281+92.1% |
| Participant deferral / active EE | $4,371 | $3,046+43.5% | $4,871-10.3% | $3,203+36.5% |
| Admin fee / account holder | $8,821 | $5,561+58.6% | $13,028-32.3% | $4,296+105.3% |