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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 | $194,364 | $106,749+82.1% | $145,433+33.6% | $82,448+135.7% |
| Participation rate | 96.2% | 75.6%+20.6pp | 82.1%+14.1pp | 68.1%+28.1pp |
| Annual return | 21.07% | 27.59%-6.5pp | 66.58%-45.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $8,872 | $3,444+157.6% | $4,554+94.8% | $2,551+247.8% |
| Participant deferral / active EE | $10,692 | $6,519+64.0% | $7,897+35.4% | $4,139+158.3% |
| Admin fee / account holder | $3,482 | $8,390-58.5% | $13,129-73.5% | $7,234-51.9% |