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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 | $106,524+97.3% | $152,301+38.0% | $87,485+140.2% |
| Participation rate | 91.5% | 75.8%+15.8pp | 82.4%+9.1pp | 68.9%+22.6pp |
| Annual return | 18.81% | 26.89%-8.1pp | 80.50%-61.7pp | 26.06%-7.3pp |
| Employer contribution / active EE | $5,069 | $3,371+50.4% | $4,624+9.6% | $2,596+95.2% |
| Participant deferral / active EE | $9,252 | $6,525+41.8% | $8,004+15.6% | $4,274+116.5% |
| Admin fee / account holder | $26,111 | $8,287+215.1% | $14,398+81.4% | $7,775+235.8% |