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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 | $212,084 | $201,344+5.3% | $184,243+15.1% | $145,877+45.4% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 22.08% | 29.01%-6.9pp | 28.82%-6.7pp | 551.28%-529.2pp |
| Employer contribution / active EE | $4,349 | $7,022-38.1% | $6,427-32.3% | $4,663-6.7% |
| Participant deferral / active EE | $10,398 | $9,807+6.0% | $9,132+13.9% | $6,691+55.4% |
| Admin fee / account holder | $482 | $16,382-97.1% | $13,914-96.5% | $13,402-96.4% |