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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 | $162,199 | $104,098+55.8% | $140,514+15.4% | $94,015+72.5% |
| Participation rate | 70.0% | 73.7%-3.7pp | 77.8%-7.8pp | 70.8%-0.8pp |
| Annual return | 15.15% | 15.14%0pp | 14.36%+0.8pp | 17.84%-2.7pp |
| Employer contribution / active EE | $3,113 | $2,388+30.4% | $3,378-7.9% | $2,790+11.6% |
| Participant deferral / active EE | $5,660 | $4,033+40.3% | $4,919+15.1% | $4,249+33.2% |
| Admin fee / account holder | $1,821 | $10,439-82.6% | $13,697-86.7% | $8,951-79.7% |