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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 | $101,968 | $61,125+66.8% | $94,057+8.4% | $87,485+16.6% |
| Participation rate | 74.0% | 64.1%+9.9pp | 73.3%+0.7pp | 68.9%+5.1pp |
| Annual return | 14.82% | 35.20%-20.4pp | 480.62%-465.8pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,615 | $2,136-24.4% | $2,933-44.9% | $2,596-37.8% |
| Participant deferral / active EE | $4,888 | $3,260+49.9% | $4,709+3.8% | $4,274+14.4% |
| Admin fee / account holder | $7,571 | $5,629+34.5% | $7,244+4.5% | $7,775-2.6% |