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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 | $210,343-8.9% | $153,476+24.9% | $145,978+31.3% |
| Participation rate | 95.0% | 82.1%+12.9pp | 77.1%+17.9pp | 80.3%+14.7pp |
| Annual return | 15.06% | 13.38%+1.7pp | 15.66%-0.6pp | 550.52%-535.5pp |
| Employer contribution / active EE | $4,271 | $6,047-29.4% | $5,038-15.2% | $4,662-8.4% |
| Participant deferral / active EE | $9,200 | $7,977+15.3% | $6,759+36.1% | $6,690+37.5% |
| Admin fee / account holder | $23,630 | $19,424+21.7% | $12,729+85.6% | $13,400+76.3% |