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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 | $195,664 | $106,749+83.3% | $145,433+34.5% | $82,448+137.3% |
| Participation rate | 93.2% | 75.6%+17.5pp | 82.1%+11.1pp | 68.1%+25.1pp |
| Annual return | 17.51% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $14,829 | $3,444+330.5% | $4,554+225.6% | $2,551+481.3% |
| Participant deferral / active EE | $5,084 | $6,519-22.0% | $7,897-35.6% | $4,139+22.8% |
| Admin fee / account holder | $17,670 | $8,390+110.6% | $13,129+34.6% | $7,234+144.2% |