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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 | $237,707 | $110,212+115.7% | $96,534+146.2% | $139,466+70.4% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 21.33% | 26.42%-5.1pp | 25.88%-4.5pp | 373.66%-352.3pp |
| Employer contribution / active EE | $4,007 | $3,620+10.7% | $2,965+35.1% | $4,754-15.7% |
| Participant deferral / active EE | $7,086 | $5,547+27.7% | $4,851+46.1% | $6,712+5.6% |
| Admin fee / account holder | $7,629 | $11,599-34.2% | $8,253-7.6% | $11,409-33.1% |