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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 | $215,357 | $96,731+122.6% | $123,973+73.7% | $86,983+147.6% |
| Participation rate | 76.7% | 70.0%+6.6pp | 76.7%0pp | 69.5%+7.1pp |
| Annual return | 21.16% | 17.33%+3.8pp | 388.13%-367.0pp | 25.83%-4.7pp |
| Employer contribution / active EE | $2,509 | $3,297-23.9% | $4,126-39.2% | $2,584-2.9% |
| Participant deferral / active EE | $7,558 | $4,152+82.0% | $5,247+44.0% | $4,194+80.2% |
| Admin fee / account holder | $13,954 | $8,722+60.0% | $11,799+18.3% | $7,856+77.6% |