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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 | $137,016 | $111,814+22.5% | $103,378+32.5% | $145,978-6.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.32% | 24.80%-12.5pp | 24.91%-12.6pp | 550.52%-538.2pp |
| Employer contribution / active EE | $2,105 | $4,215-50.1% | $3,870-45.6% | $4,662-54.8% |
| Participant deferral / active EE | $4,718 | $5,618-16.0% | $5,058-6.7% | $6,690-29.5% |
| Admin fee / account holder | $847 | $9,764-91.3% | $8,401-89.9% | $13,400-93.7% |