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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 | $162,235 | $111,535+45.5% | $105,223+54.2% | $137,256+18.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 16.61% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,538 | $3,939+15.2% | $3,689+23.0% | $4,156+9.2% |
| Participant deferral / active EE | $5,706 | $5,500+3.8% | $5,072+12.5% | $6,407-10.9% |
| Admin fee / account holder | $102,280 | $9,721+952.1% | $8,859+1054.6% | $12,270+733.6% |