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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 | $173,501 | $128,603+34.9% | $197,124-12.0% | $67,986+155.2% |
| Participation rate | 93.1% | 81.7%+11.4pp | 86.7%+6.4pp | 57.2%+35.9pp |
| Annual return | 25.89% | 23.77%+2.1pp | 44.34%-18.5pp | 31.67%-5.8pp |
| Employer contribution / active EE | $30,032 | $4,379+585.8% | $6,227+382.3% | $2,019+1387.7% |
| Participant deferral / active EE | $20,536 | $6,840+200.2% | $9,135+124.8% | $3,358+511.6% |
| Admin fee / account holder | $18,190 | $3,035+499.4% | $16,298+11.6% | $3,203+467.9% |