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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 | $114,381 | $181,062-36.8% | $158,223-27.7% | $155,188-26.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 19.76% | 57.39%-37.6pp | 52.09%-32.3pp | 148.84%-129.1pp |
| Employer contribution / active EE | $2,668 | $4,565-41.5% | $4,109-35.1% | $4,248-37.2% |
| Participant deferral / active EE | $8,494 | $6,134+38.5% | $5,467+55.4% | $6,531+30.1% |
| Admin fee / account holder | $1,095 | $18,825-94.2% | $16,047-93.2% | $14,480-92.4% |