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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 | $199,969 | $75,541+164.7% | $152,093+31.5% | $82,637+142.0% |
| Participation rate | 96.7% | 66.5%+30.1pp | 77.8%+18.9pp | 68.1%+28.6pp |
| Annual return | 16.27% | 32.56%-16.3pp | 66.36%-50.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,430 | $2,622-7.4% | $4,175-41.8% | $2,552-4.8% |
| Participant deferral / active EE | $4,717 | $3,206+47.1% | $5,451-13.5% | $4,126+14.3% |
| Admin fee / account holder | $538 | $6,405-91.6% | $14,497-96.3% | $7,339-92.7% |