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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 | $99,286 | $91,559+8.4% | $133,978-25.9% | $79,856+24.3% |
| Participation rate | 90.4% | 73.3%+17.1pp | 79.8%+10.6pp | 69.6%+20.8pp |
| Annual return | 15.99% | 61.85%-45.9pp | 45.10%-29.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $5,030 | $2,384+111.0% | $3,919+28.4% | $2,471+103.6% |
| Participant deferral / active EE | $5,191 | $3,734+39.0% | $5,047+2.9% | $3,741+38.8% |
| Admin fee / account holder | $2,379 | $6,321-62.4% | $8,930-73.4% | $5,306-55.2% |