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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 | $205,689 | $123,793+66.2% | $177,840+15.7% | $79,852+157.6% |
| Participation rate | 84.6% | 84.7%0pp | 87.7%-3.1pp | 69.6%+15.0pp |
| Annual return | 21.23% | 22.82%-1.6pp | 48.32%-27.1pp | 31.72%-10.5pp |
| Employer contribution / active EE | $3,555 | $4,095-13.2% | $5,919-39.9% | $2,471+43.9% |
| Participant deferral / active EE | $18,548 | $5,956+211.4% | $7,714+140.5% | $3,740+395.9% |
| Admin fee / account holder | $16,576 | $7,243+128.9% | $12,431+33.3% | $5,306+212.4% |