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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 | $112,739 | $185,312-39.2% | $161,489-30.2% | $154,746-27.1% |
| Participation rate | 76.5% | 82.5%-6.0pp | 78.7%-2.2pp | 80.7%-4.2pp |
| Annual return | 14.11% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $4,209 | $4,769-11.7% | $4,268-1.4% | $4,379-3.9% |
| Participant deferral / active EE | $13,876 | $6,350+118.5% | $5,630+146.5% | $6,730+106.2% |
| Admin fee / account holder | $11,401 | $18,654-38.9% | $16,006-28.8% | $14,365-20.6% |