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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 | $123,462 | $185,905-33.6% | $170,057-27.4% | $139,487-11.5% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 12.29% | 60.56%-48.3pp | 53.42%-41.1pp | 373.84%-361.5pp |
| Employer contribution / active EE | $2,753 | $7,597-63.8% | $6,790-59.5% | $4,755-42.1% |
| Participant deferral / active EE | $3,491 | $11,627-70.0% | $10,411-66.5% | $6,713-48.0% |
| Admin fee / account holder | $13,023 | $15,397-15.4% | $12,826+1.5% | $11,407+14.2% |