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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 | $112,936 | $105,198+7.4% | $159,455-29.2% | $85,856+31.5% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.8%-0.1pp | 69.3%+13.4pp |
| Annual return | 15.61% | 45.08%-29.5pp | 263.63%-248.0pp | 318.58%-303.0pp |
| Employer contribution / active EE | $2,301 | $3,319-30.7% | $4,830-52.4% | $2,565-10.3% |
| Participant deferral / active EE | $9,206 | $5,946+54.8% | $7,353+25.2% | $3,952+132.9% |
| Admin fee / account holder | $7,847 | $6,934+13.2% | $10,800-27.3% | $6,261+25.3% |