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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 | $222,986 | $47,848+366.0% | $81,478+173.7% | $70,131+218.0% |
| Participation rate | 84.6% | 58.3%+26.3pp | 68.0%+16.7pp | 69.5%+15.1pp |
| Annual return | 19.10% | 27.25%-8.1pp | 38.78%-19.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $2,606 | $1,527+70.6% | $2,568+1.5% | $2,342+11.2% |
| Participant deferral / active EE | $5,648 | $2,453+130.2% | $3,537+59.7% | $3,332+69.5% |
| Admin fee / account holder | $993 | $3,145-68.4% | $4,561-78.2% | $4,645-78.6% |