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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 | $212,354 | $162,967+30.3% | $135,792+56.4% | $138,895+52.9% |
| Participation rate | 71.4% | 78.3%-6.9pp | 72.6%-1.2pp | 79.9%-8.5pp |
| Annual return | 12.96% | 30.08%-17.1pp | 25.96%-13.0pp | 145.39%-132.4pp |
| Employer contribution / active EE | $4,501 | $4,211+6.9% | $3,496+28.8% | $4,194+7.3% |
| Participant deferral / active EE | $4,501 | $5,640-20.2% | $4,759-5.4% | $6,396-29.6% |
| Admin fee / account holder | $4,412 | $15,306-71.2% | $12,266-64.0% | $12,562-64.9% |