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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 | $208,621 | $184,014+13.4% | $161,149+29.5% | $138,895+50.2% |
| Participation rate | 91.3% | 82.1%+9.2pp | 78.8%+12.5pp | 79.9%+11.4pp |
| Annual return | 13.54% | 21.52%-8.0pp | 21.16%-7.6pp | 145.39%-131.9pp |
| Employer contribution / active EE | $7,908 | $5,055+56.4% | $4,360+81.4% | $4,194+88.5% |
| Participant deferral / active EE | $7,696 | $6,909+11.4% | $6,153+25.1% | $6,396+20.3% |
| Admin fee / account holder | $31,820 | $18,027+76.5% | $15,194+109.4% | $12,562+153.3% |