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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 | $200,377 | $213,785-6.3% | $185,441+8.1% | $155,188+29.1% |
| Participation rate | 91.7% | 83.2%+8.4pp | 80.3%+11.4pp | 80.8%+10.9pp |
| Annual return | 16.21% | 19.97%-3.8pp | 20.16%-4.0pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,739 | $5,393-67.8% | $4,672-62.8% | $4,248-59.1% |
| Participant deferral / active EE | $15,807 | $6,864+130.3% | $6,152+157.0% | $6,531+142.0% |
| Admin fee / account holder | $34,469 | $21,134+63.1% | $17,890+92.7% | $14,480+138.1% |