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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 | $236,020 | $192,829+22.4% | $142,516+65.6% | $139,466+69.2% |
| Participation rate | 70.0% | 81.4%-11.4pp | 76.8%-6.8pp | 80.3%-10.3pp |
| Annual return | 17.72% | 17.99%-0.3pp | 19.99%-2.3pp | 373.66%-355.9pp |
| Employer contribution / active EE | $2,363 | $5,808-59.3% | $4,849-51.3% | $4,754-50.3% |
| Participant deferral / active EE | $3,523 | $7,200-51.1% | $6,280-43.9% | $6,712-47.5% |
| Admin fee / account holder | $1,159 | $15,120-92.3% | $10,008-88.4% | $11,409-89.8% |