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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 | $201,370+7.4% | $184,256+17.4% | $145,897+48.3% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 11.58% | 29.05%-17.5pp | 28.85%-17.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $5,772 | $7,024-17.8% | $6,427-10.2% | $4,663+23.8% |
| Participant deferral / active EE | $7,954 | $9,808-18.9% | $9,133-12.9% | $6,689+18.9% |
| Admin fee / account holder | $25,595 | $16,364+56.4% | $13,899+84.1% | $13,390+91.1% |