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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 | $156,410 | $106,524+46.8% | $152,301+2.7% | $87,485+78.8% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.4%-0.3pp | 68.9%+13.3pp |
| Annual return | 14.67% | 26.89%-12.2pp | 80.50%-65.8pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,931 | $6,525+128.8% | $8,004+86.5% | $4,274+249.4% |
| Admin fee / account holder | $8,294 | $8,287+0.1% | $14,398-42.4% | $7,775+6.7% |