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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 | $158,932 | $50,554+214.4% | $67,681+134.8% | $87,485+81.7% |
| Participation rate | 85.5% | 67.7%+17.7pp | 73.7%+11.7pp | 68.9%+16.5pp |
| Annual return | 20.81% | 17.81%+3.0pp | 590.58%-569.8pp | 26.06%-5.2pp |
| Employer contribution / active EE | $844 | $1,988-57.6% | $2,678-68.5% | $2,596-67.5% |
| Participant deferral / active EE | $7,983 | $2,961+169.6% | $3,976+100.8% | $4,274+86.8% |
| Admin fee / account holder | $6,219 | $4,132+50.5% | $6,100+1.9% | $7,775-20.0% |