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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 | $171,544 | $138,385+24.0% | $184,200-6.9% | $80,874+112.1% |
| Participation rate | 89.8% | 83.9%+6.0pp | 86.8%+3.0pp | 67.6%+22.2pp |
| Annual return | 25.17% | 20.02%+5.1pp | 28.80%-3.6pp | 35.62%-10.4pp |
| Employer contribution / active EE | $8,051 | $4,849+66.0% | $6,424+25.3% | $2,756+192.2% |
| Participant deferral / active EE | $19,819 | $7,073+180.2% | $9,132+117.0% | $4,297+361.2% |
| Admin fee / account holder | $12,154 | $10,483+15.9% | $13,907-12.6% | $6,935+75.3% |