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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 | $169,520 | $138,312+22.6% | $122,979+37.8% | $155,188+9.2% |
| Participation rate | 88.9% | 80.2%+8.7pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 23.97% | 22.06%+1.9pp | 20.12%+3.9pp | 148.84%-124.9pp |
| Employer contribution / active EE | $13,807 | $3,530+291.1% | $3,062+350.9% | $4,248+225.1% |
| Participant deferral / active EE | $8,668 | $5,592+55.0% | $5,003+73.3% | $6,531+32.7% |
| Admin fee / account holder | $980 | $15,089-93.5% | $12,864-92.4% | $14,480-93.2% |