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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 | $239,321 | $106,749+124.2% | $145,433+64.6% | $82,448+190.3% |
| Participation rate | 92.8% | 75.6%+17.1pp | 82.1%+10.6pp | 68.1%+24.7pp |
| Annual return | 16.52% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $10,999 | $3,444+219.3% | $4,554+141.5% | $2,551+331.2% |
| Participant deferral / active EE | $11,344 | $6,519+74.0% | $7,897+43.6% | $4,139+174.1% |
| Admin fee / account holder | $23,342 | $8,390+178.2% | $13,129+77.8% | $7,234+222.7% |