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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 | $224,106 | $100,970+122.0% | $96,576+132.1% | $137,256+63.3% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 12.77% | 38.16%-25.4pp | 38.47%-25.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $5,507 | $3,809+44.6% | $3,553+55.0% | $4,156+32.5% |
| Participant deferral / active EE | $15,342 | $8,286+85.1% | $7,956+92.8% | $6,407+139.5% |
| Admin fee / account holder | $1,612 | $11,312-85.7% | $11,381-85.8% | $12,270-86.9% |