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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 | $148,486 | $67,602+119.6% | $82,312+80.4% | $70,126+111.7% |
| Participation rate | 72.7% | 72.8%0pp | 76.9%-4.2pp | 69.5%+3.2pp |
| Annual return | 15.74% | 21.57%-5.8pp | 25.88%-10.1pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,046 | $1,755-40.4% | $2,428-56.9% | $2,343-55.4% |
| Participant deferral / active EE | $4,583 | $2,987+53.4% | $3,706+23.6% | $3,332+37.5% |
| Admin fee / account holder | $11,795 | $4,512+161.4% | $5,608+110.3% | $4,645+153.9% |