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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 | $211,724 | $181,896+16.4% | $156,551+35.2% | $273,972-22.7% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 8.93% | 30.74%-21.8pp | 32.23%-23.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $11,869 | $6,248+90.0% | $5,501+115.7% | $4,869+143.8% |
| Participant deferral / active EE | $6,169 | $5,550+11.1% | $4,871+26.6% | $5,287+16.7% |
| Admin fee / account holder | $13,949 | $15,560-10.4% | $13,028+7.1% | $10,133+37.7% |