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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 | $125,692 | $97,078+29.5% | $103,065+22.0% | $145,897-13.8% |
| Participation rate | 71.4% | 81.1%-9.7pp | 80.6%-9.1pp | 80.3%-8.9pp |
| Annual return | 18.56% | 25.49%-6.9pp | 23.95%-5.4pp | 552.29%-533.7pp |
| Employer contribution / active EE | $4,788 | $4,680+2.3% | $4,675+2.4% | $4,663+2.7% |
| Participant deferral / active EE | $7,595 | $6,601+15.1% | $6,625+14.6% | $6,689+13.5% |
| Admin fee / account holder | $10,647 | $12,505-14.9% | $9,349+13.9% | $13,390-20.5% |