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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 | $227,754 | $87,733+159.6% | $106,551+113.8% | $85,856+165.3% |
| Participation rate | 81.8% | 71.9%+9.9pp | 76.1%+5.7pp | 69.3%+12.5pp |
| Annual return | 19.74% | 21.86%-2.1pp | 26.80%-7.1pp | 318.58%-298.8pp |
| Employer contribution / active EE | $2,213 | $2,073+6.7% | $2,819-21.5% | $2,565-13.7% |
| Participant deferral / active EE | $5,864 | $3,469+69.0% | $4,398+33.3% | $3,952+48.4% |
| Admin fee / account holder | $1,159 | $6,767-82.9% | $7,408-84.3% | $6,261-81.5% |