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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 | $184,014+14.0% | $161,149+30.2% | $138,895+51.1% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.8%+6.2pp | 79.9%+5.1pp |
| Annual return | 13.85% | 21.52%-7.7pp | 21.16%-7.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $5,102 | $5,055+0.9% | $4,360+17.0% | $4,194+21.7% |
| Participant deferral / active EE | $9,850 | $6,909+42.6% | $6,153+60.1% | $6,396+54.0% |
| Admin fee / account holder | $788 | $18,027-95.6% | $15,194-94.8% | $12,562-93.7% |