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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 | $155,915 | $60,349+158.4% | $74,184+110.2% | $62,881+148.0% |
| Participation rate | 78.8% | 72.7%+6.1pp | 76.6%+2.2pp | 69.3%+9.5pp |
| Annual return | 9.13% | 21.38%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,740 | $1,680+3.6% | $2,370-26.6% | $2,281-23.7% |
| Participant deferral / active EE | $5,544 | $2,856+94.1% | $3,550+56.2% | $3,203+73.1% |
| Admin fee / account holder | $14,284 | $4,261+235.2% | $5,586+155.7% | $4,296+232.5% |