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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 | $187,445 | $201,370-6.9% | $184,256+1.7% | $145,897+28.5% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.4pp |
| Annual return | 30.43% | 29.05%+1.4pp | 28.85%+1.6pp | 552.29%-521.9pp |
| Employer contribution / active EE | $10,024 | $7,024+42.7% | $6,427+56.0% | $4,663+115.0% |
| Participant deferral / active EE | $17,269 | $9,808+76.1% | $9,133+89.1% | $6,689+158.2% |
| Admin fee / account holder | $2,579 | $16,364-84.2% | $13,899-81.4% | $13,390-80.7% |