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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 | $138,386+24.0% | $184,260-6.9% | $80,935+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 | 28.84%-3.7pp | 35.66%-10.5pp |
| Employer contribution / active EE | $8,051 | $4,851+66.0% | $6,427+25.3% | $2,757+192.1% |
| Participant deferral / active EE | $19,819 | $7,076+180.1% | $9,133+117.0% | $4,299+361.0% |
| Admin fee / account holder | $12,154 | $10,489+15.9% | $13,898-12.5% | $6,924+75.5% |