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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 | $106,864+96.6% | $147,318+42.6% | $82,637+154.3% |
| Participation rate | 91.5% | 75.5%+16.0pp | 82.1%+9.5pp | 68.1%+23.5pp |
| Annual return | 18.81% | 27.49%-8.7pp | 70.43%-51.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $5,069 | $3,417+48.4% | $4,593+10.4% | $2,552+98.6% |
| Participant deferral / active EE | $9,252 | $6,496+42.4% | $7,906+17.0% | $4,126+124.2% |
| Admin fee / account holder | $26,111 | $8,415+210.3% | $13,708+90.5% | $7,339+255.8% |