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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 | $184,014+25.1% | $161,149+42.8% | $138,895+65.7% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.8%+15.3pp | 79.9%+14.2pp |
| Annual return | 11.30% | 21.52%-10.2pp | 21.16%-9.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $5,610 | $5,055+11.0% | $4,360+28.7% | $4,194+33.7% |
| Participant deferral / active EE | $8,577 | $6,909+24.1% | $6,153+39.4% | $6,396+34.1% |
| Admin fee / account holder | $29,956 | $18,027+66.2% | $15,194+97.1% | $12,562+138.5% |