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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 | $226,574 | $138,393+63.7% | $184,256+23.0% | $80,959+179.9% |
| Participation rate | 80.9% | 83.9%-3.0pp | 86.8%-5.9pp | 67.7%+13.2pp |
| Annual return | 25.73% | 20.01%+5.7pp | 28.85%-3.1pp | 35.67%-9.9pp |
| Employer contribution / active EE | $15,662 | $4,847+223.1% | $6,427+143.7% | $2,757+468.1% |
| Participant deferral / active EE | $15,001 | $7,076+112.0% | $9,133+64.2% | $4,300+248.8% |
| Admin fee / account holder | $38,518 | $10,489+267.2% | $13,899+177.1% | $6,925+456.2% |