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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 | $187,453 | $149,679+25.2% | $117,039+60.2% | $147,586+27.0% |
| Participation rate | 90.9% | 83.5%+7.4pp | 77.2%+13.7pp | 82.8%+8.1pp |
| Annual return | 21.46% | 19.31%+2.1pp | 18.95%+2.5pp | 578.59%-557.1pp |
| Employer contribution / active EE | $6,802 | $4,937+37.8% | $3,785+79.7% | $4,876+39.5% |
| Participant deferral / active EE | $3,907 | $4,912-20.4% | $3,929-0.6% | $5,439-28.2% |
| Admin fee / account holder | $544 | $7,856-93.1% | $5,974-90.9% | $10,886-95.0% |