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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 | $138,393+53.8% | $184,256+15.5% | $80,959+162.9% |
| Participation rate | 93.7% | 83.9%+9.8pp | 86.8%+6.8pp | 67.7%+26.0pp |
| Annual return | 14.44% | 20.01%-5.6pp | 28.85%-14.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $23,372 | $4,847+382.2% | $6,427+263.6% | $2,757+747.7% |
| Participant deferral / active EE | $20,382 | $7,076+188.0% | $9,133+123.2% | $4,300+374.0% |
| Admin fee / account holder | $18,311 | $10,489+74.6% | $13,899+31.7% | $6,925+164.4% |