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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 | $182,436 | $87,132+109.4% | $105,624+72.7% | $80,959+125.3% |
| Participation rate | 77.1% | 70.4%+6.7pp | 75.3%+1.9pp | 67.7%+9.5pp |
| Annual return | 13.55% | 17.03%-3.5pp | 116.20%-102.7pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,560 | $2,397+6.8% | $3,168-19.2% | $2,757-7.1% |
| Participant deferral / active EE | $5,641 | $3,985+41.5% | $5,013+12.5% | $4,300+31.2% |
| Admin fee / account holder | $909 | $8,449-89.2% | $10,961-91.7% | $6,925-86.9% |