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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 | $232,773 | $138,386+68.2% | $184,260+26.3% | $80,935+187.6% |
| Participation rate | 95.0% | 83.9%+11.1pp | 86.8%+8.2pp | 67.7%+27.3pp |
| Annual return | 22.82% | 20.02%+2.8pp | 28.84%-6.0pp | 35.66%-12.8pp |
| Employer contribution / active EE | $21,559 | $4,851+344.5% | $6,427+235.4% | $2,757+682.1% |
| Participant deferral / active EE | $19,961 | $7,076+182.1% | $9,133+118.6% | $4,299+364.3% |
| Admin fee / account holder | $6,206 | $10,489-40.8% | $13,898-55.3% | $6,924-10.4% |