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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 | $198,266 | $106,524+86.1% | $152,301+30.2% | $87,485+126.6% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.4%+4.2pp | 68.9%+17.7pp |
| Annual return | 17.74% | 26.89%-9.1pp | 80.50%-62.8pp | 26.06%-8.3pp |
| Employer contribution / active EE | $19,306 | $3,371+472.7% | $4,624+317.5% | $2,596+643.6% |
| Participant deferral / active EE | $3,805 | $6,525-41.7% | $8,004-52.5% | $4,274-11.0% |
| Admin fee / account holder | $64,263 | $8,287+675.5% | $14,398+346.3% | $7,775+726.6% |