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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 | $192,060 | $76,551+150.9% | $123,894+55.0% | $62,881+205.4% |
| Participation rate | 89.8% | 73.0%+16.8pp | 81.4%+8.4pp | 69.3%+20.5pp |
| Annual return | 23.36% | 18.68%+4.7pp | 47.52%-24.2pp | 20.14%+3.2pp |
| Employer contribution / active EE | $15,046 | $2,882+422.0% | $4,617+225.9% | $2,281+559.6% |
| Participant deferral / active EE | $9,806 | $4,840+102.6% | $5,984+63.9% | $3,203+206.2% |
| Admin fee / account holder | $3,555 | $4,826-26.3% | $8,357-57.5% | $4,296-17.2% |