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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 | $209,294 | $185,312+12.9% | $161,489+29.6% | $154,746+35.3% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 16.16% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,510 | $4,769-47.4% | $4,268-41.2% | $4,379-42.7% |
| Participant deferral / active EE | $7,485 | $6,350+17.9% | $5,630+32.9% | $6,730+11.2% |
| Admin fee / account holder | $1,708 | $18,654-90.8% | $16,006-89.3% | $14,365-88.1% |