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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 | $140,019 | $106,749+31.2% | $145,433-3.7% | $82,448+69.8% |
| Participation rate | 75.6% | 75.6%0pp | 82.1%-6.5pp | 68.1%+7.5pp |
| Annual return | 30.44% | 27.59%+2.9pp | 66.58%-36.1pp | 41.64%-11.2pp |
| Employer contribution / active EE | $3,677 | $3,444+6.7% | $4,554-19.3% | $2,551+44.1% |
| Participant deferral / active EE | $11,788 | $6,519+80.8% | $7,897+49.3% | $4,139+184.8% |
| Admin fee / account holder | $1,764 | $8,390-79.0% | $13,129-86.6% | $7,234-75.6% |