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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 | $202,707 | $210,343-3.6% | $153,476+32.1% | $145,978+38.9% |
| Participation rate | 95.8% | 82.1%+13.7pp | 77.1%+18.7pp | 80.3%+15.5pp |
| Annual return | 17.84% | 13.38%+4.5pp | 15.66%+2.2pp | 550.52%-532.7pp |
| Employer contribution / active EE | $12,244 | $6,047+102.5% | $5,038+143.0% | $4,662+162.7% |
| Participant deferral / active EE | $15,693 | $7,977+96.7% | $6,759+132.2% | $6,690+134.6% |
| Admin fee / account holder | $23,702 | $19,424+22.0% | $12,729+86.2% | $13,400+76.9% |