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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 | $223,891 | $181,896+23.1% | $156,551+43.0% | $273,972-18.3% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 9.04% | 30.74%-21.7pp | 32.23%-23.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $7,463 | $6,248+19.4% | $5,501+35.7% | $4,869+53.3% |
| Participant deferral / active EE | $6,355 | $5,550+14.5% | $4,871+30.5% | $5,287+20.2% |
| Admin fee / account holder | $3,768 | $15,560-75.8% | $13,028-71.1% | $10,133-62.8% |