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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 | $198,205 | $167,415+18.4% | $140,514+41.1% | $198,609-0.2% |
| Participation rate | 95.0% | 80.9%+14.1pp | 77.8%+17.2pp | 82.4%+12.6pp |
| Annual return | 7.19% | 13.85%-6.7pp | 14.36%-7.2pp | 202.70%-195.5pp |
| Employer contribution / active EE | $4,141 | $4,088+1.3% | $3,378+22.6% | $5,055-18.1% |
| Participant deferral / active EE | $12,574 | $5,579+125.4% | $4,919+155.6% | $6,977+80.2% |
| Admin fee / account holder | $14,808 | $16,730-11.5% | $13,697+8.1% | $19,030-22.2% |