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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 | $156,546 | $109,620+42.8% | $148,496+5.4% | $94,015+66.5% |
| Participation rate | 80.6% | 71.3%+9.3pp | 76.0%+4.6pp | 70.8%+9.8pp |
| Annual return | 14.68% | 17.54%-2.9pp | 12.33%+2.4pp | 17.84%-3.2pp |
| Employer contribution / active EE | $3,899 | $2,618+48.9% | $3,497+11.5% | $2,790+39.7% |
| Participant deferral / active EE | $6,694 | $3,831+74.7% | $4,808+39.2% | $4,249+57.5% |
| Admin fee / account holder | $17,583 | $10,050+75.0% | $19,547-10.1% | $8,951+96.4% |