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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 | $194,996 | $145,431+34.1% | $211,142-7.6% | $87,485+122.9% |
| Participation rate | 96.8% | 84.7%+12.0pp | 87.3%+9.5pp | 68.9%+27.8pp |
| Annual return | 15.15% | 27.21%-12.1pp | 46.84%-31.7pp | 26.06%-10.9pp |
| Employer contribution / active EE | $8,057 | $4,662+72.8% | $6,442+25.1% | $2,596+210.3% |
| Participant deferral / active EE | $15,528 | $6,859+126.4% | $9,284+67.3% | $4,274+263.4% |
| Admin fee / account holder | $19,797 | $17,052+16.1% | $19,076+3.8% | $7,775+154.6% |