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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 | $114,226 | $110,212+3.6% | $96,534+18.3% | $139,466-18.1% |
| Participation rate | 87.0% | 78.1%+8.8pp | 76.0%+11.0pp | 80.3%+6.6pp |
| Annual return | 30.55% | 26.42%+4.1pp | 25.88%+4.7pp | 373.66%-343.1pp |
| Employer contribution / active EE | $2,837 | $3,620-21.6% | $2,965-4.3% | $4,754-40.3% |
| Participant deferral / active EE | $10,789 | $5,547+94.5% | $4,851+122.4% | $6,712+60.8% |
| Admin fee / account holder | $462 | $11,599-96.0% | $8,253-94.4% | $11,409-96.0% |