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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 | $193,758 | $78,013+148.4% | $178,449+8.6% | $80,911+139.5% |
| Participation rate | 93.9% | 65.7%+28.3pp | 77.1%+16.8pp | 67.6%+26.3pp |
| Annual return | 15.63% | 18.07%-2.4pp | 27.09%-11.5pp | 35.63%-20.0pp |
| Employer contribution / active EE | $9,194 | $2,287+302.1% | $3,951+132.7% | $2,756+233.6% |
| Participant deferral / active EE | $15,207 | $4,408+245.0% | $6,277+142.3% | $4,297+253.9% |
| Admin fee / account holder | $16,813 | $7,166+134.6% | $10,362+62.3% | $6,935+142.5% |