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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 | $175,022 | $51,638+238.9% | $68,368+156.0% | $82,448+112.3% |
| Participation rate | 74.5% | 63.6%+10.9pp | 73.8%+0.8pp | 68.1%+6.4pp |
| Annual return | 15.76% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,412 | $2,047+17.9% | $2,649-8.9% | $2,551-5.4% |
| Participant deferral / active EE | $6,289 | $2,914+115.9% | $4,123+52.5% | $4,139+51.9% |
| Admin fee / account holder | $12,879 | $4,643+177.4% | $5,150+150.1% | $7,234+78.0% |