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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 | $216,354 | $201,344+7.5% | $184,243+17.4% | $145,877+48.3% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 11.58% | 29.01%-17.4pp | 28.82%-17.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $5,772 | $7,022-17.8% | $6,427-10.2% | $4,663+23.8% |
| Participant deferral / active EE | $7,954 | $9,807-18.9% | $9,132-12.9% | $6,691+18.9% |
| Admin fee / account holder | $25,595 | $16,382+56.2% | $13,914+84.0% | $13,402+91.0% |