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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 | $149,799 | $110,240+35.9% | $96,544+55.2% | $139,487+7.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 17.47% | 26.41%-8.9pp | 25.88%-8.4pp | 373.84%-356.4pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,948 | $5,549+43.2% | $4,851+63.8% | $6,713+18.4% |
| Admin fee / account holder | $12,413 | $11,602+7.0% | $8,254+50.4% | $11,407+8.8% |