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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 | $160,740 | $89,259+80.1% | $107,187+50.0% | $82,637+94.5% |
| Participation rate | 73.4% | 67.9%+5.5pp | 75.0%-1.6pp | 68.1%+5.4pp |
| Annual return | 17.32% | 21.02%-3.7pp | 204.55%-187.2pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,786 | $3,080-42.0% | $3,782-52.8% | $2,552-30.0% |
| Participant deferral / active EE | $5,561 | $4,037+37.7% | $5,096+9.1% | $4,126+34.8% |
| Admin fee / account holder | $17,821 | $7,381+141.4% | $9,162+94.5% | $7,339+142.8% |