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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 | $204,915 | $138,385+48.1% | $184,243+11.2% | $80,925+153.2% |
| Participation rate | 90.6% | 83.9%+6.7pp | 86.8%+3.8pp | 67.7%+23.0pp |
| Annual return | 20.61% | 20.02%+0.6pp | 28.82%-8.2pp | 35.65%-15.0pp |
| Employer contribution / active EE | $7,678 | $4,851+58.3% | $6,427+19.5% | $2,756+178.6% |
| Participant deferral / active EE | $20,830 | $7,075+194.4% | $9,132+128.1% | $4,299+384.6% |
| Admin fee / account holder | $21,845 | $10,489+108.3% | $13,914+57.0% | $6,940+214.8% |