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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 | $194,424 | $146,267+32.9% | $197,124-1.4% | $82,448+135.8% |
| Participation rate | 93.3% | 84.0%+9.3pp | 86.7%+6.6pp | 68.1%+25.3pp |
| Annual return | 33.36% | 29.61%+3.7pp | 44.34%-11.0pp | 41.64%-8.3pp |
| Employer contribution / active EE | $8,859 | $4,723+87.6% | $6,227+42.3% | $2,551+247.3% |
| Participant deferral / active EE | $7,097 | $7,035+0.9% | $9,135-22.3% | $4,139+71.4% |
| Admin fee / account holder | $21,011 | $14,422+45.7% | $16,298+28.9% | $7,234+190.4% |