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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 | $235,851 | $110,212+114.0% | $96,534+144.3% | $139,466+69.1% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.6pp | 80.3%+4.3pp |
| Annual return | 15.35% | 26.42%-11.1pp | 25.88%-10.5pp | 373.66%-358.3pp |
| Employer contribution / active EE | $5,056 | $3,620+39.7% | $2,965+70.5% | $4,754+6.4% |
| Participant deferral / active EE | $3,159 | $5,547-43.1% | $4,851-34.9% | $6,712-52.9% |
| Admin fee / account holder | $2,290 | $11,599-80.3% | $8,253-72.3% | $11,409-79.9% |