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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 | $220,993 | $106,247+108.0% | $96,515+129.0% | $139,466+58.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 47.43% | 38.47%+9.0pp | 35.73%+11.7pp | 373.66%-326.2pp |
| Employer contribution / active EE | $1,517 | $4,106-63.0% | $3,740-59.4% | $4,754-68.1% |
| Participant deferral / active EE | $9,287 | $5,456+70.2% | $4,880+90.3% | $6,712+38.4% |
| Admin fee / account holder | $5,205 | $7,885-34.0% | $6,735-22.7% | $11,409-54.4% |