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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 | $194,070 | $72,027+169.4% | $185,835+4.4% | $79,852+143.0% |
| Participation rate | 90.6% | 65.8%+24.8pp | 78.0%+12.5pp | 69.6%+20.9pp |
| Annual return | 13.92% | 23.13%-9.2pp | 35.96%-22.0pp | 31.72%-17.8pp |
| Employer contribution / active EE | $3,556 | $1,965+81.0% | $4,087-13.0% | $2,471+43.9% |
| Participant deferral / active EE | $9,144 | $3,780+141.9% | $5,633+62.3% | $3,740+144.5% |
| Admin fee / account holder | $744 | $4,513-83.5% | $9,502-92.2% | $5,306-86.0% |