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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 | $191,019 | $145,431+31.3% | $211,142-9.5% | $87,485+118.3% |
| Participation rate | 97.8% | 84.7%+13.1pp | 87.3%+10.5pp | 68.9%+28.9pp |
| Annual return | 20.66% | 27.21%-6.5pp | 46.84%-26.2pp | 26.06%-5.4pp |
| Employer contribution / active EE | $18,358 | $4,662+293.8% | $6,442+185.0% | $2,596+607.1% |
| Participant deferral / active EE | $16,921 | $6,859+146.7% | $9,284+82.3% | $4,274+295.9% |
| Admin fee / account holder | $13,958 | $17,052-18.1% | $19,076-26.8% | $7,775+79.5% |