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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 | $190,223 | $70,684+169.1% | $169,397+12.3% | $75,177+153.0% |
| Participation rate | 81.1% | 64.8%+16.3pp | 77.2%+3.9pp | 67.2%+13.9pp |
| Annual return | 17.35% | 36.38%-19.0pp | 406.23%-388.9pp | 160.75%-143.4pp |
| Employer contribution / active EE | $3,275 | $2,211+48.1% | $4,013-18.4% | $2,671+22.6% |
| Participant deferral / active EE | $5,869 | $4,310+36.2% | $6,223-5.7% | $4,126+42.2% |
| Admin fee / account holder | $3,568 | $5,404-34.0% | $9,017-60.4% | $5,651-36.9% |