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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 | $223,422 | $138,385+61.4% | $184,200+21.3% | $80,874+176.3% |
| Participation rate | 97.4% | 83.9%+13.6pp | 86.8%+10.6pp | 67.6%+29.8pp |
| Annual return | 19.35% | 20.02%-0.7pp | 28.80%-9.5pp | 35.62%-16.3pp |
| Employer contribution / active EE | $22,342 | $4,849+360.7% | $6,424+247.8% | $2,756+710.8% |
| Participant deferral / active EE | $17,939 | $7,073+153.6% | $9,132+96.4% | $4,297+317.5% |
| Admin fee / account holder | $12,212 | $10,483+16.5% | $13,907-12.2% | $6,935+76.1% |