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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 | $216,213 | $85,766+152.1% | $136,298+58.6% | $70,126+208.3% |
| Participation rate | 74.1% | 74.2%-0.1pp | 81.9%-7.8pp | 69.5%+4.5pp |
| Annual return | 14.66% | 31.46%-16.8pp | 5156.27%-5141.6pp | 73.15%-58.5pp |
| Employer contribution / active EE | $2,342 | $2,966-21.0% | $4,696-50.1% | $2,3430% |
| Participant deferral / active EE | $6,969 | $5,051+38.0% | $6,247+11.6% | $3,332+109.2% |
| Admin fee / account holder | $7,423 | $5,421+36.9% | $9,244-19.7% | $4,645+59.8% |