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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 | $207,183 | $146,267+41.6% | $197,124+5.1% | $82,448+151.3% |
| Participation rate | 86.1% | 84.0%+2.1pp | 86.7%-0.6pp | 68.1%+18.0pp |
| Annual return | 16.27% | 29.61%-13.3pp | 44.34%-28.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $11,901 | $4,723+152.0% | $6,227+91.1% | $2,551+366.5% |
| Participant deferral / active EE | $21,182 | $7,035+201.1% | $9,135+131.9% | $4,139+411.7% |
| Admin fee / account holder | $42,484 | $14,422+194.6% | $16,298+160.7% | $7,234+487.3% |