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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 | $196,424 | $100,194+96.0% | $122,979+59.7% | $86,983+125.8% |
| Participation rate | 96.8% | 73.0%+23.8pp | 77.2%+19.6pp | 69.5%+27.2pp |
| Annual return | 11.28% | 16.47%-5.2pp | 20.12%-8.8pp | 25.83%-14.5pp |
| Employer contribution / active EE | $7,620 | $2,326+227.7% | $3,062+148.8% | $2,584+194.9% |
| Participant deferral / active EE | $6,405 | $4,133+55.0% | $5,003+28.0% | $4,194+52.7% |
| Admin fee / account holder | $51,676 | $10,148+409.2% | $12,864+301.7% | $7,856+557.8% |