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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 | $226,255 | $199,109+13.6% | $173,730+30.2% | $154,746+46.2% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.6%+14.9pp | 80.7%+13.7pp |
| Annual return | 14.01% | 20.02%-6.0pp | 19.96%-5.9pp | 172.34%-158.3pp |
| Employer contribution / active EE | $4,104 | $5,311-22.7% | $4,577-10.3% | $4,379-6.3% |
| Participant deferral / active EE | $9,886 | $7,113+39.0% | $6,326+56.3% | $6,730+46.9% |
| Admin fee / account holder | $1,704 | $20,916-91.9% | $17,523-90.3% | $14,365-88.1% |