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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 | $180,992 | $181,0620% | $158,223+14.4% | $155,188+16.6% |
| Participation rate | 89.5% | 82.7%+6.8pp | 79.2%+10.3pp | 80.8%+8.7pp |
| Annual return | 10.73% | 57.39%-46.7pp | 52.09%-41.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $2,146 | $4,565-53.0% | $4,109-47.8% | $4,248-49.5% |
| Participant deferral / active EE | $5,482 | $6,134-10.6% | $5,467+0.3% | $6,531-16.1% |
| Admin fee / account holder | $3,155 | $18,825-83.2% | $16,047-80.3% | $14,480-78.2% |