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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 | $210,445 | $75,541+178.6% | $152,093+38.4% | $82,637+154.7% |
| Participation rate | 76.0% | 66.5%+9.5pp | 77.8%-1.8pp | 68.1%+7.9pp |
| Annual return | 15.61% | 32.56%-16.9pp | 66.36%-50.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $3,762 | $2,622+43.4% | $4,175-9.9% | $2,552+47.4% |
| Participant deferral / active EE | $10,611 | $3,206+231.0% | $5,451+94.6% | $4,126+157.2% |
| Admin fee / account holder | $1,356 | $6,405-78.8% | $14,497-90.6% | $7,339-81.5% |