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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 | $99,875+90.7% | $146,866+29.7% | $86,983+119.0% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 17.15% | 28.10%-10.9pp | 102.85%-85.7pp | 25.83%-8.7pp |
| Employer contribution / active EE | $17,802 | $3,224+452.1% | $4,425+302.3% | $2,584+588.8% |
| Participant deferral / active EE | $19,703 | $6,322+211.6% | $7,759+153.9% | $4,194+369.8% |
| Admin fee / account holder | $19,778 | $7,838+152.3% | $13,620+45.2% | $7,856+151.8% |