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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 | $126,121 | $148,629-15.1% | $135,982-7.3% | $139,487-9.6% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 19.57% | 79.33%-59.8pp | 68.32%-48.8pp | 373.84%-354.3pp |
| Employer contribution / active EE | $4,318 | $5,247-17.7% | $4,859-11.1% | $4,755-9.2% |
| Participant deferral / active EE | $8,452 | $8,102+4.3% | $7,760+8.9% | $6,713+25.9% |
| Admin fee / account holder | $1,488 | $12,406-88.0% | $10,767-86.2% | $11,407-87.0% |