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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 | $218,010 | $181,896+19.9% | $156,551+39.3% | $273,972-20.4% |
| Participation rate | 95.5% | 88.4%+7.1pp | 84.0%+11.4pp | 83.0%+12.4pp |
| Annual return | 8.47% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $4,758 | $6,248-23.8% | $5,501-13.5% | $4,869-2.3% |
| Participant deferral / active EE | $5,721 | $5,550+3.1% | $4,871+17.5% | $5,287+8.2% |
| Admin fee / account holder | $24,576 | $15,560+57.9% | $13,028+88.6% | $10,133+142.5% |