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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 | $195,156 | $125,797+55.1% | $170,057+14.8% | $75,177+159.6% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.5pp | 67.2%+29.3pp |
| Annual return | 22.08% | 27.20%-5.1pp | 53.42%-31.3pp | 160.75%-138.7pp |
| Employer contribution / active EE | $14,830 | $4,616+221.3% | $6,790+118.4% | $2,671+455.2% |
| Participant deferral / active EE | $13,199 | $6,838+93.0% | $10,411+26.8% | $4,126+219.9% |
| Admin fee / account holder | $23,081 | $8,177+182.3% | $12,826+80.0% | $5,651+308.4% |