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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 | $207,265 | $213,785-3.0% | $185,441+11.8% | $155,188+33.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 21.84% | 19.97%+1.9pp | 20.16%+1.7pp | 148.84%-127.0pp |
| Employer contribution / active EE | $5,129 | $5,393-4.9% | $4,672+9.8% | $4,248+20.7% |
| Participant deferral / active EE | $9,236 | $6,864+34.6% | $6,152+50.1% | $6,531+41.4% |
| Admin fee / account holder | $29,186 | $21,134+38.1% | $17,890+63.1% | $14,480+101.6% |