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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 | $191,059 | $78,707+142.7% | $117,861+62.1% | $70,126+172.5% |
| Participation rate | 78.4% | 73.2%+5.2pp | 79.7%-1.3pp | 69.5%+8.8pp |
| Annual return | 14.98% | 23.30%-8.3pp | 335.11%-320.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $5,091 | $2,223+129.0% | $3,786+34.5% | $2,343+117.3% |
| Participant deferral / active EE | $7,821 | $3,297+137.2% | $4,482+74.5% | $3,332+134.7% |
| Admin fee / account holder | $7,799 | $5,066+54.0% | $8,021-2.8% | $4,645+67.9% |