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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 | $178,174+17.8% | $156,181+34.3% | $137,256+52.9% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.8%+6.2pp | 80.0%+5.0pp |
| Annual return | 13.85% | 84.19%-70.3pp | 64.87%-51.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $5,102 | $4,972+2.6% | $4,294+18.8% | $4,156+22.8% |
| Participant deferral / active EE | $9,850 | $6,888+43.0% | $6,132+60.6% | $6,407+53.7% |
| Admin fee / account holder | $788 | $17,404-95.5% | $14,586-94.6% | $12,270-93.6% |