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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 | $163,235 | $111,301+46.7% | $112,977+44.5% | $158,966+2.7% |
| Participation rate | 84.6% | 83.5%+1.1pp | 82.6%+2.1pp | 82.0%+2.7pp |
| Annual return | 9.68% | 26.40%-16.7pp | 24.24%-14.6pp | 302.95%-293.3pp |
| Employer contribution / active EE | $2,348 | $4,471-47.5% | $4,255-44.8% | $4,762-50.7% |
| Participant deferral / active EE | $6,980 | $5,880+18.7% | $5,836+19.6% | $5,983+16.7% |
| Admin fee / account holder | $28,158 | $8,392+235.5% | $6,294+347.4% | $11,250+150.3% |