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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 | $214,789 | $135,956+58.0% | $123,894+73.4% | $273,972-21.6% |
| Participation rate | 95.7% | 84.1%+11.6pp | 81.4%+14.2pp | 83.0%+12.6pp |
| Annual return | 38.62% | 56.63%-18.0pp | 47.52%-8.9pp | 41.46%-2.8pp |
| Employer contribution / active EE | $11,775 | $5,170+127.8% | $4,617+155.0% | $4,869+141.8% |
| Participant deferral / active EE | $9,523 | $6,343+50.1% | $5,984+59.1% | $5,287+80.1% |
| Admin fee / account holder | $16,314 | $9,817+66.2% | $8,357+95.2% | $10,133+61.0% |