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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 | $180,565 | $106,524+69.5% | $152,301+18.6% | $87,485+106.4% |
| Participation rate | 97.2% | 75.8%+21.5pp | 82.4%+14.8pp | 68.9%+28.3pp |
| Annual return | 16.86% | 26.89%-10.0pp | 80.50%-63.6pp | 26.06%-9.2pp |
| Employer contribution / active EE | $13,243 | $3,371+292.8% | $4,624+186.4% | $2,596+410.1% |
| Participant deferral / active EE | $18,381 | $6,525+181.7% | $8,004+129.7% | $4,274+330.1% |
| Admin fee / account holder | $24,165 | $8,287+191.6% | $14,398+67.8% | $7,775+210.8% |