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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 | $227,588 | $201,264+13.1% | $184,185+23.6% | $145,978+55.9% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 20.11% | 29.00%-8.9pp | 28.81%-8.7pp | 550.52%-530.4pp |
| Employer contribution / active EE | $8,985 | $7,021+28.0% | $6,426+39.8% | $4,662+92.7% |
| Participant deferral / active EE | $16,528 | $9,806+68.5% | $9,132+81.0% | $6,690+147.1% |
| Admin fee / account holder | $4,278 | $16,376-73.9% | $13,909-69.2% | $13,400-68.1% |