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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 | $117,829+42.2% | $102,423+63.6% | $145,877+14.8% |
| Participation rate | 76.5% | 78.6%-2.1pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 13.79% | 31.83%-18.0pp | 29.42%-15.6pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,738 | $3,615-24.3% | $3,023-9.4% | $4,663-41.3% |
| Participant deferral / active EE | $8,456 | $5,732+47.5% | $5,054+67.3% | $6,691+26.4% |
| Admin fee / account holder | $27,185 | $13,335+103.9% | $9,455+187.5% | $13,402+102.8% |