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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 | $179,987 | $124,425+44.7% | $112,040+60.6% | $137,256+31.1% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 15.04% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,719 | $3,411-49.6% | $2,954-41.8% | $4,156-58.7% |
| Participant deferral / active EE | $4,109 | $5,718-28.1% | $5,098-19.4% | $6,407-35.9% |
| Admin fee / account holder | $4,329 | $15,207-71.5% | $12,098-64.2% | $12,270-64.7% |