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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 | $205,009 | $101,795+101.4% | $165,100+24.2% | $80,959+153.2% |
| Participation rate | 92.2% | 71.8%+20.4pp | 78.6%+13.6pp | 67.7%+24.5pp |
| Annual return | 17.51% | 16.73%+0.8pp | 70.21%-52.7pp | 35.67%-18.2pp |
| Employer contribution / active EE | $6,038 | $2,954+104.4% | $4,348+38.9% | $2,757+119.0% |
| Participant deferral / active EE | $9,734 | $4,476+117.5% | $6,035+61.3% | $4,300+126.4% |
| Admin fee / account holder | $28,801 | $8,221+250.3% | $12,696+126.9% | $6,925+315.9% |