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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 | $203,918 | $106,524+91.4% | $152,301+33.9% | $87,485+133.1% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.4%+15.0pp | 68.9%+28.5pp |
| Annual return | 14.63% | 26.89%-12.3pp | 80.50%-65.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $3,674 | $3,371+9.0% | $4,624-20.5% | $2,596+41.5% |
| Participant deferral / active EE | $14,984 | $6,525+129.6% | $8,004+87.2% | $4,274+250.6% |
| Admin fee / account holder | $16,367 | $8,287+97.5% | $14,398+13.7% | $7,775+110.5% |