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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 | $223,823-14.5% | $211,142-9.4% | $154,746+23.7% |
| Participation rate | 90.9% | 87.9%+3.1pp | 87.3%+3.6pp | 80.7%+10.2pp |
| Annual return | 15.20% | 50.39%-35.2pp | 46.84%-31.6pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,829 | $6,787-58.3% | $6,442-56.1% | $4,379-35.4% |
| Participant deferral / active EE | $15,041 | $9,750+54.3% | $9,284+62.0% | $6,730+123.5% |
| Admin fee / account holder | $732 | $19,707-96.3% | $19,076-96.2% | $14,365-94.9% |