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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 | $204,455 | $185,141+10.4% | $153,416+33.3% | $155,188+31.7% |
| Participation rate | 85.7% | 79.9%+5.8pp | 74.3%+11.4pp | 80.8%+4.9pp |
| Annual return | 11.44% | 18.72%-7.3pp | 17.84%-6.4pp | 148.84%-137.4pp |
| Employer contribution / active EE | $2,096 | $4,489-53.3% | $3,764-44.3% | $4,248-50.6% |
| Participant deferral / active EE | $10,601 | $5,477+93.6% | $4,723+124.4% | $6,531+62.3% |
| Admin fee / account holder | $1,569 | $16,005-90.2% | $13,095-88.0% | $14,480-89.2% |