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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 | $156,160 | $117,895+32.5% | $102,460+52.4% | $145,897+7.0% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 15.98% | 31.92%-15.9pp | 29.47%-13.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,187 | $3,619-67.2% | $3,025-60.8% | $4,663-74.6% |
| Participant deferral / active EE | $2,155 | $5,736-62.4% | $5,056-57.4% | $6,689-67.8% |
| Admin fee / account holder | $2,139 | $13,353-84.0% | $9,460-77.4% | $13,390-84.0% |