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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 | $215,511 | $123,793+74.1% | $177,840+21.2% | $79,852+169.9% |
| Participation rate | 89.7% | 84.7%+5.0pp | 87.7%+1.9pp | 69.6%+20.0pp |
| Annual return | 14.49% | 22.82%-8.3pp | 48.32%-33.8pp | 31.72%-17.2pp |
| Employer contribution / active EE | $15,232 | $4,095+271.9% | $5,919+157.4% | $2,471+516.4% |
| Participant deferral / active EE | $16,371 | $5,956+174.8% | $7,714+112.2% | $3,740+337.7% |
| Admin fee / account holder | $15,914 | $7,243+119.7% | $12,431+28.0% | $5,306+199.9% |