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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 | $185,356 | $239,571-22.6% | $183,328+1.1% | $137,256+35.0% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 80.0%0pp |
| Annual return | 15.68% | 35.69%-20.0pp | 29.67%-14.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $5,952 | $6,148-3.2% | $5,055+17.7% | $4,156+43.2% |
| Participant deferral / active EE | $10,126 | $7,995+26.7% | $6,795+49.0% | $6,407+58.1% |
| Admin fee / account holder | $23,702 | $30,059-21.1% | $21,427+10.6% | $12,270+93.2% |