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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 | $209,262 | $181,896+15.0% | $156,551+33.7% | $273,972-23.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 7.33% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $7,500 | $6,248+20.0% | $5,501+36.3% | $4,869+54.0% |
| Participant deferral / active EE | $3,515 | $5,550-36.7% | $4,871-27.8% | $5,287-33.5% |
| Admin fee / account holder | $15,608 | $15,560+0.3% | $13,028+19.8% | $10,133+54.0% |