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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 | $221,242 | $138,312+60.0% | $122,979+79.9% | $155,188+42.6% |
| Participation rate | 70.6% | 80.2%-9.6pp | 77.2%-6.6pp | 80.8%-10.2pp |
| Annual return | 17.97% | 22.06%-4.1pp | 20.12%-2.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $954 | $3,530-73.0% | $3,062-68.9% | $4,248-77.5% |
| Participant deferral / active EE | $2,228 | $5,592-60.2% | $5,003-55.5% | $6,531-65.9% |
| Admin fee / account holder | $14,146 | $15,089-6.3% | $12,864+10.0% | $14,480-2.3% |