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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 | $148,751 | $116,190+28.0% | $93,614+58.9% | $152,885-2.7% |
| Participation rate | 71.4% | 78.0%-6.6pp | 75.8%-4.4pp | 82.5%-11.0pp |
| Annual return | 19.00% | 35.96%-17.0pp | 32.76%-13.8pp | 345.39%-326.4pp |
| Employer contribution / active EE | $2,864 | $3,219-11.0% | $2,718+5.4% | $4,763-39.9% |
| Participant deferral / active EE | $5,945 | $4,604+29.1% | $4,069+46.1% | $5,851+1.6% |
| Admin fee / account holder | $47,614 | $10,749+343.0% | $7,889+503.5% | $11,598+310.5% |