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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 | $189,686 | $69,977+171.1% | $108,582+74.7% | $62,881+201.7% |
| Participation rate | 85.2% | 72.9%+12.3pp | 79.6%+5.6pp | 69.3%+15.9pp |
| Annual return | 11.39% | 10.73%+0.7pp | -51.70%+63.1pp | 20.14%-8.8pp |
| Employer contribution / active EE | $2,878 | $2,135+34.8% | $3,758-23.4% | $2,281+26.2% |
| Participant deferral / active EE | $5,574 | $3,165+76.1% | $4,311+29.3% | $3,203+74.0% |
| Admin fee / account holder | $415 | $5,076-91.8% | $7,645-94.6% | $4,296-90.3% |