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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 | $189,401 | $138,386+36.9% | $184,260+2.8% | $80,935+134.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 86.8%+3.2pp | 67.7%+22.3pp |
| Annual return | 13.64% | 20.02%-6.4pp | 28.84%-15.2pp | 35.66%-22.0pp |
| Employer contribution / active EE | $20,361 | $4,851+319.8% | $6,427+216.8% | $2,757+638.6% |
| Participant deferral / active EE | $17,326 | $7,076+144.9% | $9,133+89.7% | $4,299+303.0% |
| Admin fee / account holder | $11,295 | $10,489+7.7% | $13,898-18.7% | $6,924+63.1% |