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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 | $119,801 | $111,814+7.1% | $103,378+15.9% | $145,978-17.9% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 16.95% | 24.80%-7.8pp | 24.91%-8.0pp | 550.52%-533.6pp |
| Employer contribution / active EE | $7,925 | $4,215+88.0% | $3,870+104.8% | $4,662+70.0% |
| Participant deferral / active EE | $6,550 | $5,618+16.6% | $5,058+29.5% | $6,690-2.1% |
| Admin fee / account holder | $12,823 | $9,764+31.3% | $8,401+52.6% | $13,400-4.3% |