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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 | $86,938+123.5% | $102,423+89.7% | $80,925+140.1% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.7%+29.9pp |
| Annual return | 12.73% | 18.89%-6.2pp | 29.42%-16.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $12,735 | $2,369+437.5% | $3,023+321.3% | $2,756+362.0% |
| Participant deferral / active EE | $9,706 | $4,120+135.6% | $5,054+92.0% | $4,299+125.8% |
| Admin fee / account holder | $13,592 | $8,053+68.8% | $9,455+43.8% | $6,940+95.9% |