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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 | $210,387 | $96,052+119.0% | $118,106+78.1% | $87,485+140.5% |
| Participation rate | 91.8% | 77.0%+14.8pp | 81.9%+10.0pp | 68.9%+22.9pp |
| Annual return | 15.65% | 24.16%-8.5pp | 19.44%-3.8pp | 26.06%-10.4pp |
| Employer contribution / active EE | $13,530 | $3,939+243.5% | $4,698+188.0% | $2,596+421.2% |
| Participant deferral / active EE | $5,863 | $5,793+1.2% | $6,619-11.4% | $4,274+37.2% |
| Admin fee / account holder | $53,546 | $7,618+602.9% | $8,973+496.7% | $7,775+588.7% |