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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 | $171,790 | $115,814+48.3% | $101,275+69.6% | $158,982+8.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 10.05% | 56.16%-46.1pp | 46.48%-36.4pp | 302.99%-292.9pp |
| Employer contribution / active EE | $3,517 | $4,176-15.8% | $3,660-3.9% | $4,763-26.2% |
| Participant deferral / active EE | $4,566 | $4,958-7.9% | $4,371+4.5% | $5,983-23.7% |
| Admin fee / account holder | $5,963 | $7,249-17.7% | $5,948+0.3% | $11,252-47.0% |