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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 | $193,520 | $146,267+32.3% | $197,124-1.8% | $82,448+134.7% |
| Participation rate | 97.4% | 84.0%+13.4pp | 86.7%+10.7pp | 68.1%+29.4pp |
| Annual return | 21.31% | 29.61%-8.3pp | 44.34%-23.0pp | 41.64%-20.3pp |
| Employer contribution / active EE | $23,648 | $4,723+400.7% | $6,227+279.7% | $2,551+827.0% |
| Participant deferral / active EE | $21,137 | $7,035+200.5% | $9,135+131.4% | $4,139+410.6% |
| Admin fee / account holder | $14,336 | $14,422-0.6% | $16,298-12.0% | $7,234+98.2% |