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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 | $73,107+234.3% | $114,563+113.3% | $87,485+179.4% |
| Participation rate | 78.0% | 65.8%+12.2pp | 72.9%+5.1pp | 68.9%+9.1pp |
| Annual return | 15.19% | 19.47%-4.3pp | 241.09%-225.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,694 | $1,881-10.0% | $2,592-34.7% | $2,596-34.8% |
| Participant deferral / active EE | $5,909 | $3,144+88.0% | $4,142+42.7% | $4,274+38.3% |
| Admin fee / account holder | $4,020 | $5,770-30.3% | $7,623-47.3% | $7,775-48.3% |