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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 | $209,824 | $213,785-1.9% | $185,441+13.1% | $155,188+35.2% |
| Participation rate | 85.0% | 83.2%+1.8pp | 80.3%+4.7pp | 80.8%+4.2pp |
| Annual return | 13.85% | 19.97%-6.1pp | 20.16%-6.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $5,102 | $5,393-5.4% | $4,672+9.2% | $4,248+20.1% |
| Participant deferral / active EE | $9,850 | $6,864+43.5% | $6,152+60.1% | $6,531+50.8% |
| Admin fee / account holder | $788 | $21,134-96.3% | $17,890-95.6% | $14,480-94.6% |