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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 | $191,235 | $106,864+79.0% | $147,318+29.8% | $82,637+131.4% |
| Participation rate | 86.7% | 75.5%+11.2pp | 82.1%+4.6pp | 68.1%+18.6pp |
| Annual return | 17.51% | 27.49%-10.0pp | 70.43%-52.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $3,686 | $3,417+7.9% | $4,593-19.8% | $2,552+44.4% |
| Participant deferral / active EE | $12,674 | $6,496+95.1% | $7,906+60.3% | $4,126+207.2% |
| Admin fee / account holder | $846 | $8,415-90.0% | $13,708-93.8% | $7,339-88.5% |