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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 | $185,595 | $107,421+72.8% | $182,262+1.8% | $94,015+97.4% |
| Participation rate | 93.6% | 77.8%+15.8pp | 84.2%+9.4pp | 70.8%+22.8pp |
| Annual return | 13.67% | 21.32%-7.6pp | 140.60%-126.9pp | 17.84%-4.2pp |
| Employer contribution / active EE | $4,937 | $3,448+43.2% | $5,046-2.2% | $2,790+76.9% |
| Participant deferral / active EE | $6,654 | $6,558+1.5% | $8,276-19.6% | $4,249+56.6% |
| Admin fee / account holder | $8,260 | $8,692-5.0% | $16,712-50.6% | $8,951-7.7% |