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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 | $205,192 | $93,598+119.2% | $135,974+50.9% | $75,173+173.0% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 17.50% | 30.89%-13.4pp | 68.30%-50.8pp | 160.72%-143.2pp |
| Employer contribution / active EE | $7,089 | $3,538+100.4% | $4,859+45.9% | $2,671+165.4% |
| Participant deferral / active EE | $16,209 | $6,405+153.1% | $7,760+108.9% | $4,126+292.8% |
| Admin fee / account holder | $16,762 | $6,978+140.2% | $10,767+55.7% | $5,651+196.6% |