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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 | $244,400 | $87,225+180.2% | $158,226+54.5% | $94,015+160.0% |
| Participation rate | 78.0% | 67.9%+10.1pp | 74.8%+3.2pp | 70.8%+7.2pp |
| Annual return | 15.19% | 16.34%-1.1pp | 501.41%-486.2pp | 17.84%-2.7pp |
| Employer contribution / active EE | $1,694 | $2,217-23.6% | $2,986-43.3% | $2,790-39.3% |
| Participant deferral / active EE | $5,909 | $3,405+73.5% | $4,317+36.9% | $4,249+39.1% |
| Admin fee / account holder | $4,020 | $7,888-49.0% | $10,217-60.7% | $8,951-55.1% |