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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 | $114,013+40.2% | $103,693+54.2% | $155,188+3.0% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.1pp | 80.8%-8.1pp |
| Annual return | 15.60% | 49.31%-33.7pp | 47.61%-32.0pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,559 | $3,131-50.2% | $2,920-46.6% | $4,248-63.3% |
| Participant deferral / active EE | $3,285 | $4,970-33.9% | $4,579-28.3% | $6,531-49.7% |
| Admin fee / account holder | $4,676 | $8,407-44.4% | $7,858-40.5% | $14,480-67.7% |