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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 | $214,754 | $213,785+0.5% | $185,441+15.8% | $155,188+38.4% |
| Participation rate | 92.9% | 83.2%+9.6pp | 80.3%+12.6pp | 80.8%+12.1pp |
| Annual return | 18.56% | 19.97%-1.4pp | 20.16%-1.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,429 | $5,393-73.5% | $4,672-69.4% | $4,248-66.4% |
| Participant deferral / active EE | $3,765 | $6,864-45.2% | $6,152-38.8% | $6,531-42.4% |
| Admin fee / account holder | $464 | $21,134-97.8% | $17,890-97.4% | $14,480-96.8% |