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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 | $176,928 | $128,603+37.6% | $197,124-10.2% | $67,986+160.2% |
| Participation rate | 94.0% | 81.7%+12.3pp | 86.7%+7.3pp | 57.2%+36.8pp |
| Annual return | 26.03% | 23.77%+2.3pp | 44.34%-18.3pp | 31.67%-5.6pp |
| Employer contribution / active EE | $9,489 | $4,379+116.7% | $6,227+52.4% | $2,019+370.1% |
| Participant deferral / active EE | $17,722 | $6,840+159.1% | $9,135+94.0% | $3,358+427.7% |
| Admin fee / account holder | $21,490 | $3,035+608.1% | $16,298+31.9% | $3,203+570.9% |