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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 | $124,213+38.0% | $118,106+45.2% | $154,746+10.8% |
| Participation rate | 77.8% | 83.6%-5.8pp | 81.9%-4.1pp | 80.7%-2.9pp |
| Annual return | 0.00% | 18.29%-18.3pp | 19.44%-19.4pp | 172.34%-172.3pp |
| Employer contribution / active EE | $3,148 | $4,905-35.8% | $4,698-33.0% | $4,379-28.1% |
| Participant deferral / active EE | $5,679 | $6,859-17.2% | $6,619-14.2% | $6,730-15.6% |
| Admin fee / account holder | $1,523 | $9,627-84.2% | $8,973-83.0% | $14,365-89.4% |