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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 | $196,566 | $76,551+156.8% | $123,894+58.7% | $62,881+212.6% |
| Participation rate | 94.5% | 73.0%+21.5pp | 81.4%+13.1pp | 69.3%+25.2pp |
| Annual return | 10.78% | 18.68%-7.9pp | 47.52%-36.7pp | 20.14%-9.4pp |
| Employer contribution / active EE | $11,166 | $2,882+287.4% | $4,617+141.9% | $2,281+389.6% |
| Participant deferral / active EE | $12,258 | $4,840+153.3% | $5,984+104.8% | $3,203+282.7% |
| Admin fee / account holder | $13,718 | $4,826+184.3% | $8,357+64.1% | $4,296+219.3% |