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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 | $231,984 | $138,366+67.7% | $184,185+26.0% | $80,911+186.7% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.8pp | 67.6%+29.0pp |
| Annual return | 19.37% | 20.02%-0.7pp | 28.81%-9.4pp | 35.63%-16.3pp |
| Employer contribution / active EE | $11,948 | $4,849+146.4% | $6,426+85.9% | $2,756+333.6% |
| Participant deferral / active EE | $12,885 | $7,074+82.1% | $9,132+41.1% | $4,297+199.9% |
| Admin fee / account holder | $17,325 | $10,484+65.2% | $13,909+24.6% | $6,935+149.8% |