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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 | $214,837 | $199,109+7.9% | $173,730+23.7% | $154,746+38.8% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 17.81% | 20.02%-2.2pp | 19.96%-2.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $5,581 | $5,311+5.1% | $4,577+21.9% | $4,379+27.4% |
| Participant deferral / active EE | $10,494 | $7,113+47.5% | $6,326+65.9% | $6,730+55.9% |
| Admin fee / account holder | $7,809 | $20,916-62.7% | $17,523-55.4% | $14,365-45.6% |