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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 | $190,964 | $118,488+61.2% | $98,462+93.9% | $139,487+36.9% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 13.59% | 18.96%-5.4pp | 21.17%-7.6pp | 373.84%-360.3pp |
| Employer contribution / active EE | $2,051 | $3,611-43.2% | $3,049-32.7% | $4,755-56.9% |
| Participant deferral / active EE | $2,554 | $5,393-52.6% | $4,738-46.1% | $6,713-61.9% |
| Admin fee / account holder | $326 | $13,868-97.6% | $8,875-96.3% | $11,407-97.1% |