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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 | $229,924 | $181,896+26.4% | $156,551+46.9% | $273,972-16.1% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 9.74% | 30.74%-21.0pp | 32.23%-22.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $15,543 | $6,248+148.8% | $5,501+182.5% | $4,869+219.2% |
| Participant deferral / active EE | $8,765 | $5,550+57.9% | $4,871+79.9% | $5,287+65.8% |
| Admin fee / account holder | $60,976 | $15,560+291.9% | $13,028+368.0% | $10,133+501.8% |