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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 | $87,919 | $178,174-50.7% | $156,181-43.7% | $137,256-35.9% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 18.77% | 84.19%-65.4pp | 64.87%-46.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,321 | $4,972-53.3% | $4,294-45.9% | $4,156-44.1% |
| Participant deferral / active EE | $4,172 | $6,888-39.4% | $6,132-32.0% | $6,407-34.9% |
| Admin fee / account holder | $167,651 | $17,404+863.3% | $14,586+1049.4% | $12,270+1266.3% |