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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 | $199,109+0.6% | $173,730+15.3% | $154,746+29.5% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 16.21% | 20.02%-3.8pp | 19.96%-3.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,739 | $5,311-67.3% | $4,577-62.0% | $4,379-60.3% |
| Participant deferral / active EE | $15,807 | $7,113+122.2% | $6,326+149.9% | $6,730+134.9% |
| Admin fee / account holder | $34,469 | $20,916+64.8% | $17,523+96.7% | $14,365+140.0% |