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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 | $190,487 | $106,864+78.3% | $147,318+29.3% | $82,637+130.5% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.1%+15.0pp | 68.1%+29.0pp |
| Annual return | 17.15% | 27.49%-10.3pp | 70.43%-53.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $17,802 | $3,417+421.0% | $4,593+287.6% | $2,552+597.5% |
| Participant deferral / active EE | $19,703 | $6,496+203.3% | $7,906+149.2% | $4,126+377.5% |
| Admin fee / account holder | $19,778 | $8,415+135.0% | $13,708+44.3% | $7,339+169.5% |