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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 | $197,403 | $110,137+79.2% | $161,149+22.5% | $82,637+138.9% |
| Participation rate | 78.9% | 72.4%+6.6pp | 78.8%+0.1pp | 68.1%+10.9pp |
| Annual return | 17.05% | 20.69%-3.6pp | 21.16%-4.1pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,811 | $2,856-36.6% | $4,360-58.5% | $2,552-29.0% |
| Participant deferral / active EE | $3,749 | $4,575-18.0% | $6,153-39.1% | $4,126-9.1% |
| Admin fee / account holder | $1,891 | $9,467-80.0% | $15,194-87.6% | $7,339-74.2% |