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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 | $205,307 | $72,273+184.1% | $101,275+102.7% | $79,856+157.1% |
| Participation rate | 92.5% | 68.5%+24.0pp | 75.8%+16.6pp | 69.6%+22.8pp |
| Annual return | 18.97% | 22.30%-3.3pp | 46.48%-27.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,887 | $2,691-29.9% | $3,660-48.4% | $2,471-23.6% |
| Participant deferral / active EE | $6,932 | $3,282+111.2% | $4,371+58.6% | $3,741+85.3% |
| Admin fee / account holder | $782 | $4,401-82.2% | $5,948-86.9% | $5,306-85.3% |