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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 | $187,154 | $111,535+67.8% | $105,223+77.9% | $137,256+36.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 16.65% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,849 | $3,939-27.7% | $3,689-22.8% | $4,156-31.5% |
| Participant deferral / active EE | $8,641 | $5,500+57.1% | $5,072+70.4% | $6,407+34.9% |
| Admin fee / account holder | $25,618 | $9,721+163.5% | $8,859+189.2% | $12,270+108.8% |