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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 | $199,109+24.0% | $173,730+42.1% | $154,746+59.5% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.6%+7.9pp | 80.7%+6.8pp |
| Annual return | 16.46% | 20.02%-3.6pp | 19.96%-3.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $10,137 | $5,311+90.9% | $4,577+121.5% | $4,379+131.5% |
| Participant deferral / active EE | $7,176 | $7,113+0.9% | $6,326+13.4% | $6,730+6.6% |
| Admin fee / account holder | $5,951 | $20,916-71.5% | $17,523-66.0% | $14,365-58.6% |