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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 | $159,883 | $102,595+55.8% | $94,057+70.0% | $154,746+3.3% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 80.7%-8.0pp |
| Annual return | 15.60% | 583.42%-567.8pp | 480.62%-465.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,559 | $3,147-50.5% | $2,933-46.9% | $4,379-64.4% |
| Participant deferral / active EE | $3,285 | $5,118-35.8% | $4,709-30.2% | $6,730-51.2% |
| Admin fee / account holder | $4,676 | $7,736-39.6% | $7,244-35.5% | $14,365-67.4% |