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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 | $190,386 | $77,460+145.8% | $100,378+89.7% | $80,925+135.3% |
| Participation rate | 87.2% | 76.9%+10.3pp | 81.5%+5.7pp | 67.7%+19.6pp |
| Annual return | 14.28% | 37.24%-23.0pp | 49.41%-35.1pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,434 | $2,801-13.1% | $3,942-38.3% | $2,756-11.7% |
| Participant deferral / active EE | $10,387 | $6,818+52.3% | $8,087+28.4% | $4,299+141.6% |
| Admin fee / account holder | $7,284 | $5,887+23.7% | $7,899-7.8% | $6,940+5.0% |