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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 | $223,073 | $181,896+22.6% | $156,551+42.5% | $273,972-18.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 3.33% | 30.74%-27.4pp | 32.23%-28.9pp | 41.46%-38.1pp |
| Employer contribution / active EE | $6,320 | $6,248+1.1% | $5,501+14.9% | $4,869+29.8% |
| Participant deferral / active EE | $10,739 | $5,550+93.5% | $4,871+120.5% | $5,287+103.1% |
| Admin fee / account holder | $25,982 | $15,560+67.0% | $13,028+99.4% | $10,133+156.4% |