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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 | $191,115 | $106,864+78.8% | $147,318+29.7% | $82,637+131.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 17.28% | 27.49%-10.2pp | 70.43%-53.2pp | 53.51%-36.2pp |
| Employer contribution / active EE | $3,920 | $3,417+14.7% | $4,593-14.6% | $2,552+53.6% |
| Participant deferral / active EE | $8,047 | $6,496+23.9% | $7,906+1.8% | $4,126+95.0% |
| Admin fee / account holder | $7,251 | $8,415-13.8% | $13,708-47.1% | $7,339-1.2% |