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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 | $160,162 | $108,882+47.1% | $96,754+65.5% | $154,746+3.5% |
| Participation rate | 70.0% | 75.1%-5.1pp | 70.3%-0.3pp | 80.7%-10.7pp |
| Annual return | 15.06% | 98.39%-83.3pp | 82.04%-67.0pp | 172.34%-157.3pp |
| Employer contribution / active EE | $4,311 | $3,018+42.8% | $2,679+60.9% | $4,379-1.6% |
| Participant deferral / active EE | $8,679 | $5,323+63.1% | $4,758+82.4% | $6,730+29.0% |
| Admin fee / account holder | $1,563 | $10,200-84.7% | $8,905-82.4% | $14,365-89.1% |