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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 | $214,638 | $107,666+99.4% | $102,184+110.0% | $154,746+38.7% |
| Participation rate | 92.3% | 83.7%+8.6pp | 82.6%+9.7pp | 80.7%+11.6pp |
| Annual return | 17.09% | 29.33%-12.2pp | 31.58%-14.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,487 | $3,846-35.4% | $3,594-30.8% | $4,379-43.2% |
| Participant deferral / active EE | $5,916 | $8,719-32.2% | $8,309-28.8% | $6,730-12.1% |
| Admin fee / account holder | $2,377 | $12,943-81.6% | $11,609-79.5% | $14,365-83.5% |