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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 | $209,345 | $80,992+158.5% | $96,534+116.9% | $75,173+178.5% |
| Participation rate | 76.9% | 71.8%+5.1pp | 76.0%+0.9pp | 67.2%+9.7pp |
| Annual return | 15.44% | 27.05%-11.6pp | 25.88%-10.4pp | 160.72%-145.3pp |
| Employer contribution / active EE | $1,959 | $2,283-14.2% | $2,965-33.9% | $2,671-26.7% |
| Participant deferral / active EE | $7,514 | $3,929+91.2% | $4,851+54.9% | $4,126+82.1% |
| Admin fee / account holder | $1,992 | $6,717-70.3% | $8,253-75.9% | $5,651-64.8% |