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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 | $109,487 | $93,617+17.0% | $135,982-19.5% | $75,177+45.6% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+0.9pp | 67.2%+15.7pp |
| Annual return | 17.15% | 30.89%-13.7pp | 68.32%-51.2pp | 160.75%-143.6pp |
| Employer contribution / active EE | $3,283 | $3,538-7.2% | $4,859-32.4% | $2,671+22.9% |
| Participant deferral / active EE | $7,536 | $6,406+17.6% | $7,760-2.9% | $4,126+82.6% |
| Admin fee / account holder | $806 | $6,980-88.5% | $10,767-92.5% | $5,651-85.7% |