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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 | $121,671+45.4% | $211,142-16.2% | $64,340+175.0% |
| Participation rate | 94.0% | 76.5%+17.5pp | 87.3%+6.7pp | 55.2%+38.8pp |
| Annual return | 26.03% | 21.43%+4.6pp | 46.84%-20.8pp | 24.14%+1.9pp |
| Employer contribution / active EE | $9,489 | $4,066+133.4% | $6,442+47.3% | $1,862+409.7% |
| Participant deferral / active EE | $17,722 | $6,049+193.0% | $9,284+90.9% | $2,980+494.6% |
| Admin fee / account holder | $21,490 | $4,774+350.1% | $19,076+12.7% | $3,703+480.4% |