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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 | $191,687 | $210,510-8.9% | $153,500+24.9% | $145,877+31.4% |
| Participation rate | 95.0% | 82.1%+12.9pp | 77.1%+17.9pp | 80.3%+14.7pp |
| Annual return | 15.06% | 13.45%+1.6pp | 15.70%-0.6pp | 551.28%-536.2pp |
| Employer contribution / active EE | $4,271 | $6,052-29.4% | $5,039-15.3% | $4,663-8.4% |
| Participant deferral / active EE | $9,200 | $7,974+15.4% | $6,756+36.2% | $6,691+37.5% |
| Admin fee / account holder | $23,630 | $19,455+21.5% | $12,736+85.5% | $13,402+76.3% |