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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 | $248,086 | $106,749+132.4% | $145,433+70.6% | $82,448+200.9% |
| Participation rate | 98.0% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.9pp |
| Annual return | 21.46% | 27.59%-6.1pp | 66.58%-45.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $29,662 | $3,444+761.2% | $4,554+551.3% | $2,551+1062.8% |
| Participant deferral / active EE | $5,802 | $6,519-11.0% | $7,897-26.5% | $4,139+40.2% |
| Admin fee / account holder | $28,017 | $8,390+233.9% | $13,129+113.4% | $7,234+287.3% |