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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 | $185,947 | $95,453+94.8% | $112,040+66.0% | $82,448+125.5% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.5%+13.8pp | 68.1%+22.3pp |
| Annual return | 13.94% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $14,421 | $2,318+522.2% | $2,954+388.2% | $2,551+465.3% |
| Participant deferral / active EE | $8,598 | $4,224+103.6% | $5,098+68.7% | $4,139+107.7% |
| Admin fee / account holder | $63,168 | $9,013+600.8% | $12,098+422.1% | $7,234+773.2% |