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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 | $160,788 | $113,339+41.9% | $94,993+69.3% | $147,585+8.9% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 13.44% | 20.77%-7.3pp | 27.12%-13.7pp | 578.57%-565.1pp |
| Employer contribution / active EE | $2,279 | $3,160-27.9% | $2,603-12.5% | $4,876-53.3% |
| Participant deferral / active EE | $6,942 | $3,777+83.8% | $3,317+109.3% | $5,439+27.6% |
| Admin fee / account holder | $1,675 | $6,063-72.4% | $4,960-66.2% | $10,885-84.6% |