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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 | $199,830 | $104,098+92.0% | $140,514+42.2% | $94,015+112.6% |
| Participation rate | 74.4% | 73.7%+0.7pp | 77.8%-3.4pp | 70.8%+3.5pp |
| Annual return | 17.84% | 15.14%+2.7pp | 14.36%+3.5pp | 17.84%0pp |
| Employer contribution / active EE | $2,089 | $2,388-12.5% | $3,378-38.2% | $2,790-25.1% |
| Participant deferral / active EE | $4,133 | $4,033+2.5% | $4,919-16.0% | $4,249-2.7% |
| Admin fee / account holder | $2,718 | $10,439-74.0% | $13,697-80.2% | $8,951-69.6% |