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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 | $246,811 | $254,759-3.1% | $216,567+14.0% | $198,609+24.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 81.6%+5.9pp | 82.4%+5.1pp |
| Annual return | 16.46% | 10.04%+6.4pp | 12.94%+3.5pp | 202.70%-186.2pp |
| Employer contribution / active EE | $10,137 | $6,096+66.3% | $5,216+94.3% | $5,055+100.5% |
| Participant deferral / active EE | $7,176 | $6,948+3.3% | $6,191+15.9% | $6,977+2.9% |
| Admin fee / account holder | $5,951 | $26,311-77.4% | $21,981-72.9% | $19,030-68.7% |