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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 | $207,137 | $199,109+4.0% | $173,730+19.2% | $154,746+33.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 9.44% | 20.02%-10.6pp | 19.96%-10.5pp | 172.34%-162.9pp |
| Employer contribution / active EE | $6,814 | $5,311+28.3% | $4,577+48.9% | $4,379+55.6% |
| Participant deferral / active EE | $8,811 | $7,113+23.9% | $6,326+39.3% | $6,730+30.9% |
| Admin fee / account holder | $2,933 | $20,916-86.0% | $17,523-83.3% | $14,365-79.6% |