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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 | $172,763 | $91,019+89.8% | $392,568-56.0% | $72,975+136.7% |
| Participation rate | 92.4% | 74.4%+18.1pp | 78.1%+14.4pp | 69.5%+22.9pp |
| Annual return | 23.48% | 20.00%+3.5pp | 24.42%-0.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $10,950 | $2,751+298.1% | $3,783+189.4% | $2,440+348.8% |
| Participant deferral / active EE | $10,168 | $4,570+122.5% | $5,985+69.9% | $3,608+181.8% |
| Admin fee / account holder | $11,840 | $4,895+141.9% | $6,260+89.1% | $5,124+131.1% |