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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% | $184,243-6.9% | $80,925+112.0% |
| Participation rate | 89.8% | 83.9%+5.9pp | 86.8%+3.0pp | 67.7%+22.2pp |
| Annual return | 25.17% | 20.02%+5.1pp | 28.82%-3.6pp | 35.65%-10.5pp |
| Employer contribution / active EE | $8,051 | $4,851+66.0% | $6,427+25.3% | $2,756+192.1% |
| Participant deferral / active EE | $19,819 | $7,075+180.1% | $9,132+117.0% | $4,299+361.1% |
| Admin fee / account holder | $12,154 | $10,489+15.9% | $13,914-12.6% | $6,940+75.1% |