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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 | $210,479 | $114,712+83.5% | $173,730+21.2% | $87,485+140.6% |
| Participation rate | 95.0% | 73.0%+22.0pp | 79.6%+15.4pp | 68.9%+26.1pp |
| Annual return | 20.55% | 20.18%+0.4pp | 19.96%+0.6pp | 26.06%-5.5pp |
| Employer contribution / active EE | $6,523 | $2,904+124.6% | $4,577+42.5% | $2,596+151.2% |
| Participant deferral / active EE | $17,942 | $4,642+286.6% | $6,326+183.6% | $4,274+319.8% |
| Admin fee / account holder | $25,920 | $10,210+153.9% | $17,523+47.9% | $7,775+233.4% |