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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 | $212,819 | $138,385+53.8% | $184,200+15.5% | $80,874+163.1% |
| Participation rate | 93.7% | 83.9%+9.8pp | 86.8%+6.8pp | 67.6%+26.0pp |
| Annual return | 14.44% | 20.02%-5.6pp | 28.80%-14.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $23,372 | $4,849+381.9% | $6,424+263.8% | $2,756+748.2% |
| Participant deferral / active EE | $20,382 | $7,073+188.2% | $9,132+123.2% | $4,297+374.3% |
| Admin fee / account holder | $18,311 | $10,483+74.7% | $13,907+31.7% | $6,935+164.0% |