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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 | $194,339 | $86,949+123.5% | $102,460+89.7% | $80,959+140.0% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.7%+29.9pp |
| Annual return | 12.73% | 18.89%-6.2pp | 29.47%-16.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $12,735 | $2,370+437.4% | $3,025+321.0% | $2,757+361.9% |
| Participant deferral / active EE | $9,706 | $4,121+135.5% | $5,056+92.0% | $4,300+125.7% |
| Admin fee / account holder | $13,592 | $8,048+68.9% | $9,460+43.7% | $6,925+96.3% |