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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 | $162,554 | $81,276+100.0% | $155,574+4.5% | $80,925+100.9% |
| Participation rate | 83.7% | 66.2%+17.5pp | 78.2%+5.5pp | 67.7%+16.1pp |
| Annual return | 16.55% | 33.36%-16.8pp | 64.87%-48.3pp | 35.65%-19.1pp |
| Employer contribution / active EE | $3,275 | $3,103+5.5% | $4,676-30.0% | $2,756+18.8% |
| Participant deferral / active EE | $7,421 | $3,453+114.9% | $5,629+31.8% | $4,299+72.6% |
| Admin fee / account holder | $2,517 | $7,993-68.5% | $15,914-84.2% | $6,940-63.7% |