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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 | $192,177 | $181,896+5.7% | $156,551+22.8% | $273,972-29.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 31.15% | 30.74%+0.4pp | 32.23%-1.1pp | 41.46%-10.3pp |
| Employer contribution / active EE | $7,614 | $6,248+21.9% | $5,501+38.4% | $4,869+56.4% |
| Participant deferral / active EE | $5,155 | $5,550-7.1% | $4,871+5.8% | $5,287-2.5% |
| Admin fee / account holder | $459 | $15,560-97.1% | $13,028-96.5% | $10,133-95.5% |