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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 | $167,229 | $106,864+56.5% | $147,318+13.5% | $82,637+102.4% |
| Participation rate | 82.1% | 75.5%+6.5pp | 82.1%0pp | 68.1%+14.0pp |
| Annual return | 17.73% | 27.49%-9.8pp | 70.43%-52.7pp | 53.51%-35.8pp |
| Employer contribution / active EE | $3,014 | $3,417-11.8% | $4,593-34.4% | $2,552+18.1% |
| Participant deferral / active EE | $12,585 | $6,496+93.7% | $7,906+59.2% | $4,126+205.0% |
| Admin fee / account holder | $17,253 | $8,415+105.0% | $13,708+25.9% | $7,339+135.1% |