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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 | $106,524+124.7% | $152,301+57.1% | $87,485+173.6% |
| Participation rate | 92.8% | 75.8%+17.0pp | 82.4%+10.3pp | 68.9%+23.8pp |
| Annual return | 16.52% | 26.89%-10.4pp | 80.50%-64.0pp | 26.06%-9.5pp |
| Employer contribution / active EE | $10,999 | $3,371+226.2% | $4,624+137.8% | $2,596+323.6% |
| Participant deferral / active EE | $11,344 | $6,525+73.9% | $8,004+41.7% | $4,274+165.5% |
| Admin fee / account holder | $23,342 | $8,287+181.7% | $14,398+62.1% | $7,775+200.2% |