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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 | $75,807+222.4% | $116,096+110.5% | $86,983+181.0% |
| Participation rate | 78.0% | 66.9%+11.1pp | 73.3%+4.7pp | 69.5%+8.5pp |
| Annual return | 15.19% | 18.57%-3.4pp | 326.25%-311.1pp | 25.83%-10.6pp |
| Employer contribution / active EE | $1,694 | $1,892-10.5% | $2,503-32.3% | $2,584-34.5% |
| Participant deferral / active EE | $5,909 | $3,212+84.0% | $3,952+49.5% | $4,194+40.9% |
| Admin fee / account holder | $4,020 | $6,659-39.6% | $7,704-47.8% | $7,856-48.8% |