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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 | $183,512 | $72,177+154.3% | $115,038+59.5% | $59,633+207.7% |
| Participation rate | 83.6% | 72.6%+11.1pp | 81.4%+2.2pp | 68.7%+14.9pp |
| Annual return | 2.38% | 12.02%-9.6pp | 26.14%-23.8pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $6,320 | $2,841+122.4% | $4,608+37.2% | $2,203+186.9% |
| Participant deferral / active EE | $6,028 | $4,783+26.0% | $6,0260% | $3,192+88.9% |
| Admin fee / account holder | $9,992 | $4,927+102.8% | $8,175+22.2% | $4,297+132.5% |