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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 | $138,366+36.9% | $184,185+2.8% | $80,911+134.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 86.8%+3.2pp | 67.6%+22.4pp |
| Annual return | 13.64% | 20.02%-6.4pp | 28.81%-15.2pp | 35.63%-22.0pp |
| Employer contribution / active EE | $20,361 | $4,849+319.9% | $6,426+216.9% | $2,756+638.9% |
| Participant deferral / active EE | $17,326 | $7,074+144.9% | $9,132+89.7% | $4,297+303.2% |
| Admin fee / account holder | $11,295 | $10,484+7.7% | $13,909-18.8% | $6,935+62.9% |