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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 | $138,385+63.7% | $184,243+23.0% | $80,925+180.0% |
| Participation rate | 80.9% | 83.9%-3.0pp | 86.8%-5.9pp | 67.7%+13.2pp |
| Annual return | 25.73% | 20.02%+5.7pp | 28.82%-3.1pp | 35.65%-9.9pp |
| Employer contribution / active EE | $15,662 | $4,851+222.9% | $6,427+143.7% | $2,756+468.2% |
| Participant deferral / active EE | $15,001 | $7,075+112.0% | $9,132+64.3% | $4,299+249.0% |
| Admin fee / account holder | $38,518 | $10,489+267.2% | $13,914+176.8% | $6,940+455.0% |