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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 | $138,386+67.6% | $184,260+25.9% | $80,935+186.6% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.8pp | 67.7%+29.0pp |
| Annual return | 19.37% | 20.02%-0.7pp | 28.84%-9.5pp | 35.66%-16.3pp |
| Employer contribution / active EE | $11,948 | $4,851+146.3% | $6,427+85.9% | $2,757+333.4% |
| Participant deferral / active EE | $12,885 | $7,076+82.1% | $9,133+41.1% | $4,299+199.7% |
| Admin fee / account holder | $17,325 | $10,489+65.2% | $13,898+24.7% | $6,924+150.2% |