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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 | $185,305 | $125,797+47.3% | $170,028+9.0% | $75,181+146.5% |
| Participation rate | 95.7% | 83.6%+12.1pp | 87.0%+8.6pp | 67.2%+28.5pp |
| Annual return | 19.86% | 27.20%-7.3pp | 53.39%-33.5pp | 160.69%-140.8pp |
| Employer contribution / active EE | $12,011 | $4,616+160.2% | $6,788+77.0% | $2,671+349.8% |
| Participant deferral / active EE | $15,022 | $6,838+119.7% | $10,409+44.3% | $4,126+264.1% |
| Admin fee / account holder | $12,369 | $8,177+51.3% | $12,820-3.5% | $5,650+118.9% |