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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 | $194,125 | $100,194+93.7% | $122,979+57.9% | $86,983+123.2% |
| Participation rate | 98.4% | 73.0%+25.4pp | 77.2%+21.2pp | 69.5%+28.9pp |
| Annual return | 16.29% | 16.47%-0.2pp | 20.12%-3.8pp | 25.83%-9.5pp |
| Employer contribution / active EE | $6,801 | $2,326+192.4% | $3,062+122.1% | $2,584+163.2% |
| Participant deferral / active EE | $7,962 | $4,133+92.6% | $5,003+59.2% | $4,194+89.9% |
| Admin fee / account holder | $10,582 | $10,148+4.3% | $12,864-17.7% | $7,856+34.7% |