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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 | $202,471 | $95,453+112.1% | $112,040+80.7% | $82,448+145.6% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.5%+17.4pp | 68.1%+25.8pp |
| Annual return | 16.16% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $5,925 | $2,318+155.6% | $2,954+100.6% | $2,551+132.3% |
| Participant deferral / active EE | $10,424 | $4,224+146.8% | $5,098+104.5% | $4,139+151.8% |
| Admin fee / account holder | $15,852 | $9,013+75.9% | $12,098+31.0% | $7,234+119.1% |