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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 | $161,370 | $114,119+41.4% | $107,187+50.6% | $138,895+16.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 17.32% | 273.21%-255.9pp | 204.55%-187.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,896 | $4,059-53.3% | $3,782-49.9% | $4,194-54.8% |
| Participant deferral / active EE | $7,292 | $5,538+31.7% | $5,096+43.1% | $6,396+14.0% |
| Admin fee / account holder | $3,734 | $10,024-62.7% | $9,162-59.2% | $12,562-70.3% |