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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 | $191,350 | $212,386-9.9% | $199,883-4.3% | $138,895+37.8% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.8%+4.1pp | 79.9%+11.0pp |
| Annual return | 15.20% | 47.75%-32.5pp | 43.81%-28.6pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,829 | $6,625-57.3% | $6,261-54.8% | $4,194-32.5% |
| Participant deferral / active EE | $15,041 | $9,617+56.4% | $9,138+64.6% | $6,396+135.2% |
| Admin fee / account holder | $732 | $18,233-96.0% | $17,268-95.8% | $12,562-94.2% |