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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 | $106,524+79.5% | $152,301+25.6% | $87,485+118.6% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.4%+4.2pp | 68.9%+17.7pp |
| Annual return | 17.51% | 26.89%-9.4pp | 80.50%-63.0pp | 26.06%-8.6pp |
| Employer contribution / active EE | $3,686 | $3,371+9.3% | $4,624-20.3% | $2,596+42.0% |
| Participant deferral / active EE | $12,674 | $6,525+94.2% | $8,004+58.4% | $4,274+196.6% |
| Admin fee / account holder | $846 | $8,287-89.8% | $14,398-94.1% | $7,775-89.1% |