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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 | $170,236 | $48,337+252.2% | $67,560+152.0% | $80,959+110.3% |
| Participation rate | 73.3% | 66.4%+6.9pp | 72.9%+0.4pp | 67.7%+5.7pp |
| Annual return | 15.54% | 18.26%-2.7pp | 3533.50%-3518.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $3,071 | $2,023+51.9% | $2,737+12.2% | $2,757+11.4% |
| Participant deferral / active EE | $5,005 | $2,928+70.9% | $4,004+25.0% | $4,300+16.4% |
| Admin fee / account holder | $28,484 | $3,695+670.8% | $3,994+613.2% | $6,925+311.3% |