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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 | $136,860+39.0% | $120,344+58.1% | $154,746+23.0% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 14.09% | 21.38%-7.3pp | 20.30%-6.2pp | 172.34%-158.2pp |
| Employer contribution / active EE | $3,286 | $3,533-7.0% | $3,020+8.8% | $4,379-25.0% |
| Participant deferral / active EE | $12,126 | $5,793+109.3% | $5,135+136.1% | $6,730+80.2% |
| Admin fee / account holder | $874 | $15,393-94.3% | $12,742-93.1% | $14,365-93.9% |