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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 | $155,700 | $112,729+38.1% | $98,716+57.7% | $137,256+13.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 14.12% | 38.48%-24.4pp | 31.81%-17.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,743 | $2,725-36.1% | $2,279-23.5% | $4,156-58.1% |
| Participant deferral / active EE | $6,232 | $4,640+34.3% | $4,048+54.0% | $6,407-2.7% |
| Admin fee / account holder | $11,134 | $10,129+9.9% | $8,703+27.9% | $12,270-9.3% |