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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 | $213,785+0.5% | $185,441+15.9% | $155,188+38.4% |
| Participation rate | 91.7% | 83.2%+8.4pp | 80.3%+11.4pp | 80.8%+10.9pp |
| Annual return | 17.81% | 19.97%-2.2pp | 20.16%-2.4pp | 148.84%-131.0pp |
| Employer contribution / active EE | $5,581 | $5,393+3.5% | $4,672+19.4% | $4,248+31.4% |
| Participant deferral / active EE | $10,494 | $6,864+52.9% | $6,152+70.6% | $6,531+60.7% |
| Admin fee / account holder | $7,809 | $21,134-63.0% | $17,890-56.3% | $14,480-46.1% |