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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 | $171,471 | $123,898+38.4% | $116,538+47.1% | $155,188+10.5% |
| Participation rate | 77.8% | 83.7%-6.0pp | 82.6%-4.8pp | 80.8%-3.0pp |
| Annual return | 0.00% | 16.04%-16.0pp | 17.97%-18.0pp | 148.84%-148.8pp |
| Employer contribution / active EE | $3,148 | $4,739-33.6% | $4,541-30.7% | $4,248-25.9% |
| Participant deferral / active EE | $5,679 | $6,400-11.3% | $6,207-8.5% | $6,531-13.0% |
| Admin fee / account holder | $1,523 | $9,174-83.4% | $8,737-82.6% | $14,480-89.5% |