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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 | $242,634 | $78,423+209.4% | $95,964+152.8% | $79,856+203.8% |
| Participation rate | 91.2% | 73.5%+17.7pp | 77.1%+14.1pp | 69.6%+21.5pp |
| Annual return | 14.45% | 19.37%-4.9pp | 91.64%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,016 | $1,945-47.8% | $2,541-60.0% | $2,471-58.9% |
| Participant deferral / active EE | $3,475 | $3,440+1.0% | $4,167-16.6% | $3,741-7.1% |
| Admin fee / account holder | $4,439 | $5,622-21.0% | $6,797-34.7% | $5,306-16.3% |