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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 | $217,735 | $177,156+22.9% | $147,027+48.1% | $154,746+40.7% |
| Participation rate | 72.2% | 79.4%-7.1pp | 73.7%-1.5pp | 80.7%-8.5pp |
| Annual return | 20.37% | 21.94%-1.6pp | 20.23%+0.1pp | 172.34%-152.0pp |
| Employer contribution / active EE | $2,672 | $4,336-38.4% | $3,626-26.3% | $4,379-39.0% |
| Participant deferral / active EE | $4,360 | $5,797-24.8% | $4,933-11.6% | $6,730-35.2% |
| Admin fee / account holder | $926 | $14,904-93.8% | $12,223-92.4% | $14,365-93.6% |