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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 | $176,928 | $111,335+58.9% | $214,702-17.6% | $65,306+170.9% |
| Participation rate | 94.0% | 77.5%+16.5pp | 87.5%+6.5pp | 57.7%+36.3pp |
| Annual return | 26.03% | 22.64%+3.4pp | 54.55%-28.5pp | 21.94%+4.1pp |
| Employer contribution / active EE | $9,489 | $3,806+149.3% | $6,461+46.9% | $1,967+382.4% |
| Participant deferral / active EE | $17,722 | $5,927+199.0% | $9,147+93.8% | $2,959+498.8% |
| Admin fee / account holder | $21,490 | $5,028+327.4% | $19,830+8.4% | $3,480+517.6% |