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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 | $249,282 | $94,436+164.0% | $115,599+115.6% | $82,637+201.7% |
| Participation rate | 74.2% | 70.4%+3.8pp | 74.3%-0.1pp | 68.1%+6.1pp |
| Annual return | 16.39% | 18.37%-2.0pp | 111.10%-94.7pp | 53.51%-37.1pp |
| Employer contribution / active EE | $2,906 | $2,324+25.1% | $2,955-1.7% | $2,552+13.9% |
| Participant deferral / active EE | $5,357 | $3,955+35.5% | $4,889+9.6% | $4,126+29.8% |
| Admin fee / account holder | $5,105 | $10,328-50.6% | $12,841-60.2% | $7,339-30.4% |