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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 | $143,432 | $88,672+61.8% | $105,223+36.3% | $82,448+74.0% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 17.08% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,535 | $3,048-16.8% | $3,689-31.3% | $2,551-0.6% |
| Participant deferral / active EE | $4,980 | $4,036+23.4% | $5,072-1.8% | $4,139+20.3% |
| Admin fee / account holder | $1,526 | $7,146-78.6% | $8,859-82.8% | $7,234-78.9% |