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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 | $215,814 | $153,769+40.3% | $133,975+61.1% | $273,972-21.2% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.1%+5.2pp | 83.0%+9.3pp |
| Annual return | 10.74% | 36.51%-25.8pp | 29.29%-18.6pp | 41.46%-30.7pp |
| Employer contribution / active EE | $4,934 | $6,029-18.2% | $5,211-5.3% | $4,869+1.3% |
| Participant deferral / active EE | $8,898 | $6,958+27.9% | $6,282+41.6% | $5,287+68.3% |
| Admin fee / account holder | $8,218 | $11,765-30.1% | $9,324-11.9% | $10,133-18.9% |