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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 | $231,600 | $282,059-17.9% | $213,469+8.5% | $154,746+49.7% |
| Participation rate | 95.5% | 82.7%+12.8pp | 77.1%+18.3pp | 80.7%+14.8pp |
| Annual return | 14.89% | 20.90%-6.0pp | 20.58%-5.7pp | 172.34%-157.4pp |
| Employer contribution / active EE | $4,197 | $6,189-32.2% | $4,994-16.0% | $4,379-4.2% |
| Participant deferral / active EE | $9,237 | $8,186+12.8% | $6,841+35.0% | $6,730+37.2% |
| Admin fee / account holder | $41,954 | $37,435+12.1% | $27,141+54.6% | $14,365+192.1% |