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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 | $179,958 | $177,156+1.6% | $147,027+22.4% | $154,746+16.3% |
| Participation rate | 73.3% | 79.4%-6.0pp | 73.7%-0.4pp | 80.7%-7.4pp |
| Annual return | 11.75% | 21.94%-10.2pp | 20.23%-8.5pp | 172.34%-160.6pp |
| Employer contribution / active EE | $2,530 | $4,336-41.7% | $3,626-30.2% | $4,379-42.2% |
| Participant deferral / active EE | $2,953 | $5,797-49.1% | $4,933-40.1% | $6,730-56.1% |
| Admin fee / account holder | $91,457 | $14,904+513.6% | $12,223+648.3% | $14,365+536.7% |