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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 | $184,014+12.6% | $161,149+28.6% | $138,895+49.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 21.84% | 21.52%+0.3pp | 21.16%+0.7pp | 145.39%-123.6pp |
| Employer contribution / active EE | $5,129 | $5,055+1.5% | $4,360+17.6% | $4,194+22.3% |
| Participant deferral / active EE | $9,236 | $6,909+33.7% | $6,153+50.1% | $6,396+44.4% |
| Admin fee / account holder | $29,186 | $18,027+61.9% | $15,194+92.1% | $12,562+132.3% |