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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 | $230,143 | $199,109+15.6% | $173,730+32.5% | $154,746+48.7% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.6%+14.5pp | 80.7%+13.4pp |
| Annual return | 11.30% | 20.02%-8.7pp | 19.96%-8.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $5,610 | $5,311+5.6% | $4,577+22.6% | $4,379+28.1% |
| Participant deferral / active EE | $8,577 | $7,113+20.6% | $6,326+35.6% | $6,730+27.4% |
| Admin fee / account holder | $29,956 | $20,916+43.2% | $17,523+70.9% | $14,365+108.5% |