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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 | $179,248 | $86,938+106.2% | $102,423+75.0% | $80,925+121.5% |
| Participation rate | 72.3% | 72.4%0pp | 76.5%-4.2pp | 67.7%+4.7pp |
| Annual return | 18.47% | 18.89%-0.4pp | 29.42%-11.0pp | 35.65%-17.2pp |
| Employer contribution / active EE | $2,371 | $2,369+0.1% | $3,023-21.6% | $2,756-14.0% |
| Participant deferral / active EE | $4,571 | $4,120+10.9% | $5,054-9.6% | $4,299+6.3% |
| Admin fee / account holder | $19,964 | $8,053+147.9% | $9,455+111.2% | $6,940+187.7% |