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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 | $164,934 | $78,520+110.1% | $96,576+70.8% | $82,448+100.0% |
| Participation rate | 75.7% | 77.7%-2.1pp | 81.4%-5.8pp | 68.1%+7.6pp |
| Annual return | 19.05% | 41.30%-22.2pp | 38.47%-19.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $999 | $2,630-62.0% | $3,553-71.9% | $2,551-60.8% |
| Participant deferral / active EE | $6,634 | $6,754-1.8% | $7,956-16.6% | $4,139+60.3% |
| Admin fee / account holder | $12,795 | $13,455-4.9% | $11,381+12.4% | $7,234+76.9% |