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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 | $154,709 | $53,128+191.2% | $86,582+78.7% | $70,126+120.6% |
| Participation rate | 75.0% | 65.3%+9.7pp | 73.5%+1.5pp | 69.5%+5.5pp |
| Annual return | 19.32% | 27.66%-8.3pp | 965.08%-945.8pp | 73.15%-53.8pp |
| Employer contribution / active EE | $887 | $2,068-57.1% | $2,839-68.8% | $2,343-62.1% |
| Participant deferral / active EE | $2,099 | $2,695-22.1% | $3,609-41.8% | $3,332-37.0% |
| Admin fee / account holder | $686 | $3,584-80.9% | $4,904-86.0% | $4,645-85.2% |