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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 | $100,194+97.1% | $122,979+60.5% | $86,983+127.0% |
| Participation rate | 92.9% | 73.0%+19.9pp | 77.2%+15.7pp | 69.5%+23.3pp |
| Annual return | 21.83% | 16.47%+5.4pp | 20.12%+1.7pp | 25.83%-4.0pp |
| Employer contribution / active EE | $10,632 | $2,326+357.2% | $3,062+247.2% | $2,584+311.4% |
| Participant deferral / active EE | $7,524 | $4,133+82.0% | $5,003+50.4% | $4,194+79.4% |
| Admin fee / account holder | $26,885 | $10,148+164.9% | $12,864+109.0% | $7,856+242.2% |