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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 | $236,417 | $199,109+18.7% | $173,730+36.1% | $154,746+52.8% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 16.47% | 20.02%-3.5pp | 19.96%-3.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $4,305 | $5,311-18.9% | $4,577-5.9% | $4,379-1.7% |
| Participant deferral / active EE | $10,057 | $7,113+41.4% | $6,326+59.0% | $6,730+49.4% |
| Admin fee / account holder | $3,453 | $20,916-83.5% | $17,523-80.3% | $14,365-76.0% |