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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 | $198,951 | $106,749+86.4% | $145,433+36.8% | $82,448+141.3% |
| Participation rate | 98.7% | 75.6%+23.1pp | 82.1%+16.6pp | 68.1%+30.6pp |
| Annual return | 23.79% | 27.59%-3.8pp | 66.58%-42.8pp | 41.64%-17.8pp |
| Employer contribution / active EE | $19,919 | $3,444+478.3% | $4,554+337.3% | $2,551+680.8% |
| Participant deferral / active EE | $16,435 | $6,519+152.1% | $7,897+108.1% | $4,139+297.0% |
| Admin fee / account holder | $12,348 | $8,390+47.2% | $13,129-5.9% | $7,234+70.7% |