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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 | $111,032 | $78,707+41.1% | $117,861-5.8% | $70,126+58.3% |
| Participation rate | 80.0% | 73.2%+6.8pp | 79.7%+0.3pp | 69.5%+10.5pp |
| Annual return | 19.32% | 23.30%-4.0pp | 335.11%-315.8pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,879 | $2,223-15.5% | $3,786-50.4% | $2,343-19.8% |
| Participant deferral / active EE | $7,082 | $3,297+114.8% | $4,482+58.0% | $3,332+112.6% |
| Admin fee / account holder | $1,505 | $5,066-70.3% | $8,021-81.2% | $4,645-67.6% |