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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 | $171,520 | $111,814+53.4% | $103,378+65.9% | $145,978+17.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.80% | 24.80%-10.0pp | 24.91%-10.1pp | 550.52%-535.7pp |
| Employer contribution / active EE | $1,662 | $4,215-60.6% | $3,870-57.1% | $4,662-64.4% |
| Participant deferral / active EE | $5,176 | $5,618-7.9% | $5,058+2.3% | $6,690-22.6% |
| Admin fee / account holder | $3,258 | $9,764-66.6% | $8,401-61.2% | $13,400-75.7% |