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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 | $138,312+41.4% | $122,979+59.0% | $155,188+26.0% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 13.99% | 22.06%-8.1pp | 20.12%-6.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $2,293 | $3,530-35.1% | $3,062-25.1% | $4,248-46.0% |
| Participant deferral / active EE | $12,246 | $5,592+119.0% | $5,003+144.8% | $6,531+87.5% |
| Admin fee / account holder | $19,016 | $15,089+26.0% | $12,864+47.8% | $14,480+31.3% |