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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 | $217,578 | $138,385+57.2% | $184,200+18.1% | $80,874+169.0% |
| Participation rate | 97.2% | 83.9%+13.4pp | 86.8%+10.4pp | 67.6%+29.6pp |
| Annual return | 23.83% | 20.02%+3.8pp | 28.80%-5.0pp | 35.62%-11.8pp |
| Employer contribution / active EE | $9,269 | $4,849+91.1% | $6,424+44.3% | $2,756+236.4% |
| Participant deferral / active EE | $13,683 | $7,073+93.5% | $9,132+49.8% | $4,297+218.4% |
| Admin fee / account holder | $31,310 | $10,483+198.7% | $13,907+125.1% | $6,935+351.5% |