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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 | $171,065 | $162,812+5.1% | $133,971+27.7% | $158,966+7.6% |
| Participation rate | 73.3% | 83.2%-9.9pp | 79.8%-6.5pp | 82.0%-8.6pp |
| Annual return | 9.41% | 41.94%-32.5pp | 45.09%-35.7pp | 302.95%-293.5pp |
| Employer contribution / active EE | $1,506 | $4,976-69.7% | $3,919-61.6% | $4,762-68.4% |
| Participant deferral / active EE | $6,350 | $5,910+7.4% | $5,047+25.8% | $5,983+6.1% |
| Admin fee / account holder | $63,412 | $11,741+440.1% | $8,929+610.1% | $11,250+463.7% |