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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 | $122,025 | $91,559+33.3% | $133,978-8.9% | $79,856+52.8% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 13.25% | 61.85%-48.6pp | 45.10%-31.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,234 | $2,384-6.3% | $3,919-43.0% | $2,471-9.6% |
| Participant deferral / active EE | $8,142 | $3,734+118.0% | $5,047+61.3% | $3,741+117.7% |
| Admin fee / account holder | $19,111 | $6,321+202.3% | $8,930+114.0% | $5,306+260.2% |