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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 | $112,568 | $148,629-24.3% | $135,982-17.2% | $139,487-19.3% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 16.53% | 79.33%-62.8pp | 68.32%-51.8pp | 373.84%-357.3pp |
| Employer contribution / active EE | $6,418 | $5,247+22.3% | $4,859+32.1% | $4,755+35.0% |
| Participant deferral / active EE | $12,863 | $8,102+58.8% | $7,760+65.8% | $6,713+91.6% |
| Admin fee / account holder | $523 | $12,406-95.8% | $10,767-95.1% | $11,407-95.4% |