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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 | $153,141 | $107,809+42.0% | $97,032+57.8% | $155,188-1.3% |
| Participation rate | 83.3% | 75.5%+7.9pp | 71.6%+11.8pp | 80.8%+2.5pp |
| Annual return | 14.96% | 38.06%-23.1pp | 35.38%-20.4pp | 148.84%-133.9pp |
| Employer contribution / active EE | $3,723 | $2,911+27.9% | $2,629+41.6% | $4,248-12.3% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,800 | $10,717-64.5% | $9,418-59.7% | $14,480-73.8% |