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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 | $190,285 | $124,425+52.9% | $112,040+69.8% | $137,256+38.6% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 14.09% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,286 | $3,411-3.7% | $2,954+11.2% | $4,156-20.9% |
| Participant deferral / active EE | $12,126 | $5,718+112.0% | $5,098+137.9% | $6,407+89.3% |
| Admin fee / account holder | $874 | $15,207-94.3% | $12,098-92.8% | $12,270-92.9% |