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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 | $165,921 | $124,425+33.4% | $112,040+48.1% | $137,256+20.9% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 14.33% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,285 | $3,411-33.0% | $2,954-22.6% | $4,156-45.0% |
| Participant deferral / active EE | $4,561 | $5,718-20.2% | $5,098-10.5% | $6,407-28.8% |
| Admin fee / account holder | $29,951 | $15,207+97.0% | $12,098+147.6% | $12,270+144.1% |