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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 | $187,457 | $153,769+21.9% | $133,975+39.9% | $273,972-31.6% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 6.18% | 36.51%-30.3pp | 29.29%-23.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,522 | $6,958-20.6% | $6,282-12.1% | $5,287+4.4% |
| Admin fee / account holder | $24,641 | $11,765+109.5% | $9,324+164.3% | $10,133+143.2% |