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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 | $180,356 | $124,330+45.1% | $109,173+65.2% | $167,536+7.7% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 15.33% | 26.04%-10.7pp | 25.75%-10.4pp | 478.82%-463.5pp |
| Employer contribution / active EE | $2,347 | $4,209-44.2% | $3,723-37.0% | $4,839-51.5% |
| Participant deferral / active EE | $4,447 | $5,256-15.4% | $4,654-4.4% | $6,342-29.9% |
| Admin fee / account holder | $2,505 | $7,974-68.6% | $6,755-62.9% | $12,315-79.7% |