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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 | $171,833 | $114,119+50.6% | $107,187+60.3% | $138,895+23.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 12.96% | 273.21%-260.2pp | 204.55%-191.6pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,064 | $4,059-73.8% | $3,782-71.9% | $4,194-74.6% |
| Participant deferral / active EE | $3,484 | $5,538-37.1% | $5,096-31.6% | $6,396-45.5% |
| Admin fee / account holder | $19,485 | $10,024+94.4% | $9,162+112.7% | $12,562+55.1% |