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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 | $114,417 | $156,398-26.8% | $147,318-22.3% | $138,895-17.6% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 21.63% | 78.75%-57.1pp | 70.43%-48.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $1,223 | $4,853-74.8% | $4,593-73.4% | $4,194-70.8% |
| Participant deferral / active EE | $12,220 | $8,237+48.3% | $7,906+54.6% | $6,396+91.0% |
| Admin fee / account holder | $1,122 | $14,976-92.5% | $13,708-91.8% | $12,562-91.1% |