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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 | $126,661+31.0% | $113,397+46.3% | $138,895+19.5% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.5%+0.4pp | 79.9%-3.0pp |
| Annual return | 14.33% | 25.05%-10.7pp | 23.20%-8.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,285 | $3,456-33.9% | $2,977-23.2% | $4,194-45.5% |
| Participant deferral / active EE | $4,561 | $5,693-19.9% | $5,076-10.1% | $6,396-28.7% |
| Admin fee / account holder | $29,951 | $14,549+105.9% | $11,957+150.5% | $12,562+138.4% |