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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 | $241,117 | $213,785+12.8% | $185,441+30.0% | $155,188+55.4% |
| Participation rate | 75.0% | 83.2%-8.2pp | 80.3%-5.3pp | 80.8%-5.8pp |
| Annual return | 20.67% | 19.97%+0.7pp | 20.16%+0.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $2,868 | $5,393-46.8% | $4,672-38.6% | $4,248-32.5% |
| Participant deferral / active EE | $7,213 | $6,864+5.1% | $6,152+17.3% | $6,531+10.4% |
| Admin fee / account holder | $825 | $21,134-96.1% | $17,890-95.4% | $14,480-94.3% |