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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 | $192,219 | $104,098+84.7% | $140,514+36.8% | $94,015+104.5% |
| Participation rate | 78.4% | 73.7%+4.7pp | 77.8%+0.6pp | 70.8%+7.6pp |
| Annual return | 15.25% | 15.14%+0.1pp | 14.36%+0.9pp | 17.84%-2.6pp |
| Employer contribution / active EE | $4,162 | $2,388+74.3% | $3,378+23.2% | $2,790+49.2% |
| Participant deferral / active EE | $10,914 | $4,033+170.6% | $4,919+121.9% | $4,249+156.8% |
| Admin fee / account holder | $1,879 | $10,439-82.0% | $13,697-86.3% | $8,951-79.0% |