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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 | $221,434 | $106,749+107.4% | $145,433+52.3% | $82,448+168.6% |
| Participation rate | 71.2% | 75.6%-4.5pp | 82.1%-10.9pp | 68.1%+3.1pp |
| Annual return | 15.59% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $4,176 | $3,444+21.2% | $4,554-8.3% | $2,551+63.7% |
| Participant deferral / active EE | $11,556 | $6,519+77.3% | $7,897+46.3% | $4,139+179.2% |
| Admin fee / account holder | $2,070 | $8,390-75.3% | $13,129-84.2% | $7,234-71.4% |