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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 | $167,519 | $117,895+42.1% | $102,460+63.5% | $145,897+14.8% |
| Participation rate | 76.5% | 78.6%-2.2pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 13.79% | 31.92%-18.1pp | 29.47%-15.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,738 | $3,619-24.3% | $3,025-9.5% | $4,663-41.3% |
| Participant deferral / active EE | $8,456 | $5,736+47.4% | $5,056+67.2% | $6,689+26.4% |
| Admin fee / account holder | $27,185 | $13,353+103.6% | $9,460+187.4% | $13,390+103.0% |