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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 | $182,496 | $100,194+82.1% | $122,979+48.4% | $86,983+109.8% |
| Participation rate | 98.2% | 73.0%+25.2pp | 77.2%+21.0pp | 69.5%+28.6pp |
| Annual return | 17.01% | 16.47%+0.5pp | 20.12%-3.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $4,659 | $2,326+100.3% | $3,062+52.1% | $2,584+80.3% |
| Participant deferral / active EE | $8,946 | $4,133+116.4% | $5,003+78.8% | $4,194+113.3% |
| Admin fee / account holder | $16,679 | $10,148+64.4% | $12,864+29.7% | $7,856+112.3% |