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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 | $106,267+108.0% | $96,520+129.0% | $139,456+58.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 47.43% | 38.45%+9.0pp | 35.72%+11.7pp | 373.45%-326.0pp |
| Employer contribution / active EE | $1,517 | $4,105-63.0% | $3,739-59.4% | $4,753-68.1% |
| Participant deferral / active EE | $9,287 | $5,454+70.3% | $4,879+90.4% | $6,711+38.4% |
| Admin fee / account holder | $5,205 | $7,882-34.0% | $6,733-22.7% | $11,407-54.4% |