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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 | $138,393+61.4% | $184,256+21.3% | $80,959+176.0% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.6pp | 67.7%+29.8pp |
| Annual return | 19.35% | 20.01%-0.7pp | 28.85%-9.5pp | 35.67%-16.3pp |
| Employer contribution / active EE | $22,342 | $4,847+360.9% | $6,427+247.6% | $2,757+710.3% |
| Participant deferral / active EE | $17,939 | $7,076+153.5% | $9,133+96.4% | $4,300+317.2% |
| Admin fee / account holder | $12,212 | $10,489+16.4% | $13,899-12.1% | $6,925+76.3% |