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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 | $242,869 | $155,555+56.1% | $146,866+65.4% | $155,188+56.5% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.5%+13.1pp | 80.8%+14.8pp |
| Annual return | 14.52% | 115.41%-100.9pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $3,835 | $4,647-17.5% | $4,425-13.3% | $4,248-9.7% |
| Participant deferral / active EE | $8,793 | $8,044+9.3% | $7,759+13.3% | $6,531+34.6% |
| Admin fee / account holder | $3,386 | $14,755-77.1% | $13,620-75.1% | $14,480-76.6% |