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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 | $224,391 | $213,785+5.0% | $185,441+21.0% | $155,188+44.6% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 20.05% | 19.97%+0.1pp | 20.16%-0.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $2,312 | $5,393-57.1% | $4,672-50.5% | $4,248-45.6% |
| Participant deferral / active EE | $15,723 | $6,864+129.1% | $6,152+155.6% | $6,531+140.7% |
| Admin fee / account holder | $1,323 | $21,134-93.7% | $17,890-92.6% | $14,480-90.9% |