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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 | $214,375 | $201,264+6.5% | $184,185+16.4% | $145,978+46.9% |
| Participation rate | 81.3% | 87.5%-6.2pp | 86.8%-5.6pp | 80.3%+1.0pp |
| Annual return | 15.73% | 29.00%-13.3pp | 28.81%-13.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $5,209 | $7,021-25.8% | $6,426-18.9% | $4,662+11.7% |
| Participant deferral / active EE | $13,364 | $9,806+36.3% | $9,132+46.3% | $6,690+99.8% |
| Admin fee / account holder | $694 | $16,376-95.8% | $13,909-95.0% | $13,400-94.8% |