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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 | $192,234 | $71,353+169.4% | $92,805+107.1% | $86,983+121.0% |
| Participation rate | 84.7% | 80.9%+3.9pp | 83.5%+1.2pp | 69.5%+15.2pp |
| Annual return | 18.10% | 44.68%-26.6pp | 31.59%-13.5pp | 25.83%-7.7pp |
| Employer contribution / active EE | $3,040 | $2,468+23.2% | $3,424-11.2% | $2,584+17.6% |
| Participant deferral / active EE | $8,203 | $6,966+17.8% | $8,448-2.9% | $4,194+95.6% |
| Admin fee / account holder | $11,220 | $6,099+83.9% | $10,911+2.8% | $7,856+42.8% |