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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 | $197,433 | $97,550+102.4% | $120,344+64.1% | $87,485+125.7% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.7%+16.1pp | 68.9%+23.9pp |
| Annual return | 21.83% | 18.41%+3.4pp | 20.30%+1.5pp | 26.06%-4.2pp |
| Employer contribution / active EE | $10,632 | $2,291+364.1% | $3,020+252.0% | $2,596+309.5% |
| Participant deferral / active EE | $7,524 | $4,230+77.9% | $5,135+46.5% | $4,274+76.1% |
| Admin fee / account holder | $26,885 | $9,543+181.7% | $12,742+111.0% | $7,775+245.8% |