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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 | $210,121 | $106,749+96.8% | $145,433+44.5% | $82,448+154.9% |
| Participation rate | 91.5% | 75.6%+15.9pp | 82.1%+9.4pp | 68.1%+23.5pp |
| Annual return | 18.81% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $5,069 | $3,444+47.2% | $4,554+11.3% | $2,551+98.7% |
| Participant deferral / active EE | $9,252 | $6,519+41.9% | $7,897+17.2% | $4,139+123.5% |
| Admin fee / account holder | $26,111 | $8,390+211.2% | $13,129+98.9% | $7,234+260.9% |