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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 | $198,230 | $99,875+98.5% | $146,866+35.0% | $86,983+127.9% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.5%+26.9pp |
| Annual return | 16.63% | 28.10%-11.5pp | 102.85%-86.2pp | 25.83%-9.2pp |
| Employer contribution / active EE | $7,431 | $3,224+130.5% | $4,425+67.9% | $2,584+187.5% |
| Participant deferral / active EE | $18,011 | $6,322+184.9% | $7,759+132.1% | $4,194+329.5% |
| Admin fee / account holder | $16,286 | $7,838+107.8% | $13,620+19.6% | $7,856+107.3% |