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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 | $86,919+106.2% | $102,457+75.0% | $80,911+121.5% |
| Participation rate | 72.3% | 72.4%0pp | 76.5%-4.2pp | 67.6%+4.7pp |
| Annual return | 18.47% | 18.90%-0.4pp | 29.41%-10.9pp | 35.63%-17.2pp |
| Employer contribution / active EE | $2,371 | $2,368+0.1% | $3,022-21.5% | $2,756-14.0% |
| Participant deferral / active EE | $4,571 | $4,119+11.0% | $5,054-9.6% | $4,297+6.4% |
| Admin fee / account holder | $19,964 | $8,049+148.0% | $9,451+111.2% | $6,935+187.9% |