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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 | $177,350 | $117,904+50.4% | $102,457+73.1% | $145,978+21.5% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 16.99% | 31.80%-14.8pp | 29.41%-12.4pp | 550.52%-533.5pp |
| Employer contribution / active EE | $1,585 | $3,613-56.1% | $3,022-47.6% | $4,662-66.0% |
| Participant deferral / active EE | $4,058 | $5,733-29.2% | $5,054-19.7% | $6,690-39.3% |
| Admin fee / account holder | $2,216 | $13,329-83.4% | $9,451-76.5% | $13,400-83.5% |