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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 | $115,356 | $115,810-0.4% | $101,271+13.9% | $158,966-27.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 12.32% | 56.15%-43.8pp | 46.48%-34.2pp | 302.95%-290.6pp |
| Employer contribution / active EE | $1,515 | $4,175-63.7% | $3,660-58.6% | $4,762-68.2% |
| Participant deferral / active EE | $3,696 | $4,958-25.5% | $4,371-15.4% | $5,983-38.2% |
| Admin fee / account holder | $2,389 | $7,248-67.0% | $5,948-59.8% | $11,250-78.8% |