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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 | $182,509 | $64,359+183.6% | $90,161+102.4% | $70,126+160.3% |
| Participation rate | 93.5% | 70.4%+23.1pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 15.29% | 28.13%-12.8pp | 34.89%-19.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $902 | $2,046-55.9% | $3,318-72.8% | $2,343-61.5% |
| Participant deferral / active EE | $6,585 | $4,389+50.0% | $5,287+24.5% | $3,332+97.6% |
| Admin fee / account holder | $10,323 | $3,945+161.7% | $5,943+73.7% | $4,645+122.2% |