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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 | $210,822 | $72,273+191.7% | $101,275+108.2% | $79,856+164.0% |
| Participation rate | 82.9% | 68.5%+14.5pp | 75.8%+7.1pp | 69.6%+13.3pp |
| Annual return | 14.84% | 22.30%-7.5pp | 46.48%-31.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,382 | $2,691-11.5% | $3,660-34.9% | $2,471-3.6% |
| Participant deferral / active EE | $7,599 | $3,282+131.6% | $4,371+73.9% | $3,741+103.2% |
| Admin fee / account holder | $666 | $4,401-84.9% | $5,948-88.8% | $5,306-87.5% |