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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 | $155,928 | $106,247+46.8% | $96,515+61.6% | $139,466+11.8% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 16.34% | 38.47%-22.1pp | 35.73%-19.4pp | 373.66%-357.3pp |
| Employer contribution / active EE | $1,748 | $4,106-57.4% | $3,740-53.3% | $4,754-63.2% |
| Participant deferral / active EE | $6,148 | $5,456+12.7% | $4,880+26.0% | $6,712-8.4% |
| Admin fee / account holder | $1,545 | $7,885-80.4% | $6,735-77.1% | $11,409-86.5% |