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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 | $195,560 | $201,344-2.9% | $184,243+6.1% | $145,877+34.1% |
| Participation rate | 86.4% | 87.5%-1.1pp | 86.8%-0.5pp | 80.3%+6.1pp |
| Annual return | 17.65% | 29.01%-11.4pp | 28.82%-11.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $4,909 | $7,022-30.1% | $6,427-23.6% | $4,663+5.3% |
| Participant deferral / active EE | $18,827 | $9,807+92.0% | $9,132+106.2% | $6,691+181.4% |
| Admin fee / account holder | $1,860 | $16,382-88.6% | $13,914-86.6% | $13,402-86.1% |