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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 | $221,242 | $124,425+77.8% | $112,040+97.5% | $137,256+61.2% |
| Participation rate | 70.6% | 79.3%-8.7pp | 76.5%-5.9pp | 80.0%-9.4pp |
| Annual return | 17.97% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $954 | $3,411-72.0% | $2,954-67.7% | $4,156-77.1% |
| Participant deferral / active EE | $2,228 | $5,718-61.0% | $5,098-56.3% | $6,407-65.2% |
| Admin fee / account holder | $14,146 | $15,207-7.0% | $12,098+16.9% | $12,270+15.3% |