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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 | $204,870 | $103,966+97.1% | $112,923+81.4% | $75,177+172.5% |
| Participation rate | 84.8% | 75.7%+9.1pp | 80.5%+4.2pp | 67.2%+17.6pp |
| Annual return | 20.70% | 24.54%-3.8pp | 34.13%-13.4pp | 160.75%-140.0pp |
| Employer contribution / active EE | $10,803 | $3,870+179.1% | $4,570+136.4% | $2,671+304.4% |
| Participant deferral / active EE | $4,836 | $5,456-11.4% | $6,520-25.8% | $4,126+17.2% |
| Admin fee / account holder | $17,093 | $7,663+123.0% | $7,046+142.6% | $5,651+202.5% |