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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 | $180,201 | $95,404+88.9% | $113,397+58.9% | $82,637+118.1% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.5%+15.5pp | 68.1%+23.9pp |
| Annual return | 19.28% | 19.08%+0.2pp | 23.20%-3.9pp | 53.51%-34.2pp |
| Employer contribution / active EE | $2,537 | $2,307+10.0% | $2,977-14.8% | $2,552-0.6% |
| Participant deferral / active EE | $7,276 | $4,220+72.4% | $5,076+43.3% | $4,126+76.3% |
| Admin fee / account holder | $6,624 | $9,168-27.8% | $11,957-44.6% | $7,339-9.7% |