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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 | $195,527 | $167,415+16.8% | $140,514+39.2% | $198,609-1.6% |
| Participation rate | 80.0% | 80.9%-0.9pp | 77.8%+2.2pp | 82.4%-2.4pp |
| Annual return | 13.99% | 13.85%+0.1pp | 14.36%-0.4pp | 202.70%-188.7pp |
| Employer contribution / active EE | $2,293 | $4,088-43.9% | $3,378-32.1% | $5,055-54.6% |
| Participant deferral / active EE | $12,246 | $5,579+119.5% | $4,919+149.0% | $6,977+75.5% |
| Admin fee / account holder | $19,016 | $16,730+13.7% | $13,697+38.8% | $19,030-0.1% |