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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 | $181,097 | $172,111+5.2% | $150,298+20.5% | $137,256+31.9% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 14.48% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $5,353 | $4,636+15.5% | $4,154+28.9% | $4,156+28.8% |
| Participant deferral / active EE | $2,583 | $6,166-58.1% | $5,453-52.6% | $6,407-59.7% |
| Admin fee / account holder | $3,341 | $16,471-79.7% | $14,116-76.3% | $12,270-72.8% |