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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 | $181,955 | $148,623+22.4% | $135,974+33.8% | $139,466+30.5% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 17.00% | 79.30%-62.3pp | 68.30%-51.3pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,471 | $5,246-72.0% | $4,859-69.7% | $4,754-69.1% |
| Participant deferral / active EE | $12,713 | $8,103+56.9% | $7,760+63.8% | $6,712+89.4% |
| Admin fee / account holder | $4,178 | $12,406-66.3% | $10,767-61.2% | $11,409-63.4% |