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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 | $181,597 | $57,828+214.0% | $117,039+55.2% | $70,126+159.0% |
| Participation rate | 90.5% | 67.1%+23.4pp | 77.2%+13.4pp | 69.5%+21.0pp |
| Annual return | 21.92% | 17.55%+4.4pp | 18.95%+3.0pp | 73.15%-51.2pp |
| Employer contribution / active EE | $7,515 | $1,816+313.9% | $3,785+98.6% | $2,343+220.8% |
| Participant deferral / active EE | $6,855 | $2,438+181.2% | $3,929+74.5% | $3,332+105.8% |
| Admin fee / account holder | $60,075 | $3,548+1593.1% | $5,974+905.6% | $4,645+1193.2% |