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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 | $166,846 | $106,280+57.0% | $96,538+72.8% | $139,487+19.6% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 16.30% | 38.48%-22.2pp | 35.74%-19.4pp | 373.84%-357.5pp |
| Employer contribution / active EE | $4,301 | $4,107+4.7% | $3,740+15.0% | $4,755-9.5% |
| Participant deferral / active EE | $6,956 | $5,457+27.5% | $4,880+42.5% | $6,713+3.6% |
| Admin fee / account holder | $6,743 | $7,888-14.5% | $6,737+0.1% | $11,407-40.9% |