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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 | $168,262 | $127,387+32.1% | $115,038+46.3% | $125,389+34.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 10.24% | 31.28%-21.0pp | 26.14%-15.9pp | 282.24%-272.0pp |
| Employer contribution / active EE | $4,451 | $5,166-13.8% | $4,608-3.4% | $4,866-8.5% |
| Participant deferral / active EE | $6,695 | $6,423+4.2% | $6,026+11.1% | $5,352+25.1% |
| Admin fee / account holder | $19,809 | $9,516+108.2% | $8,175+142.3% | $9,541+107.6% |