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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 | $216,580 | $136,860+58.2% | $120,344+80.0% | $154,746+40.0% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 12.43% | 21.38%-8.9pp | 20.30%-7.9pp | 172.34%-159.9pp |
| Employer contribution / active EE | $3,669 | $3,533+3.9% | $3,020+21.5% | $4,379-16.2% |
| Participant deferral / active EE | $11,732 | $5,793+102.5% | $5,135+128.5% | $6,730+74.3% |
| Admin fee / account holder | $2,189 | $15,393-85.8% | $12,742-82.8% | $14,365-84.8% |