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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 | $48,314+252.4% | $67,561+152.0% | $80,925+110.4% |
| Participation rate | 73.3% | 66.4%+6.9pp | 72.9%+0.4pp | 67.7%+5.7pp |
| Annual return | 15.54% | 18.28%-2.7pp | 3525.44%-3509.9pp | 35.65%-20.1pp |
| Employer contribution / active EE | $3,071 | $2,022+51.9% | $2,735+12.3% | $2,756+11.4% |
| Participant deferral / active EE | $5,005 | $2,927+71.0% | $4,003+25.0% | $4,299+16.4% |
| Admin fee / account holder | $28,484 | $3,690+672.0% | $4,006+611.1% | $6,940+310.4% |