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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 | $219,586 | $86,919+152.6% | $102,457+114.3% | $80,911+171.4% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+16.0pp | 67.6%+24.8pp |
| Annual return | 17.92% | 18.90%-1.0pp | 29.41%-11.5pp | 35.63%-17.7pp |
| Employer contribution / active EE | $9,700 | $2,368+309.6% | $3,022+221.0% | $2,756+252.0% |
| Participant deferral / active EE | $7,441 | $4,119+80.6% | $5,054+47.2% | $4,297+73.2% |
| Admin fee / account holder | $29,971 | $8,049+272.3% | $9,451+217.1% | $6,935+332.2% |