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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 | $234,051 | $136,860+71.0% | $120,344+94.5% | $154,746+51.2% |
| Participation rate | 73.9% | 79.9%-6.0pp | 76.7%-2.8pp | 80.7%-6.8pp |
| Annual return | 13.86% | 21.38%-7.5pp | 20.30%-6.4pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,363 | $3,533-4.8% | $3,020+11.3% | $4,379-23.2% |
| Participant deferral / active EE | $5,706 | $5,793-1.5% | $5,135+11.1% | $6,730-15.2% |
| Admin fee / account holder | $91,373 | $15,393+493.6% | $12,742+617.1% | $14,365+536.1% |