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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 | $241,707 | $213,785+13.1% | $185,441+30.3% | $155,188+55.8% |
| Participation rate | 77.8% | 83.2%-5.4pp | 80.3%-2.5pp | 80.8%-3.0pp |
| Annual return | 11.59% | 19.97%-8.4pp | 20.16%-8.6pp | 148.84%-137.2pp |
| Employer contribution / active EE | $12,221 | $5,393+126.6% | $4,672+161.6% | $4,248+187.7% |
| Participant deferral / active EE | $8,133 | $6,864+18.5% | $6,152+32.2% | $6,531+24.5% |
| Admin fee / account holder | $2,228 | $21,134-89.5% | $17,890-87.5% | $14,480-84.6% |