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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 | $117,566 | $94,031+25.0% | $115,768+1.6% | $82,448+42.6% |
| Participation rate | 74.2% | 70.4%+3.8pp | 74.4%-0.2pp | 68.1%+6.1pp |
| Annual return | 14.13% | 20.61%-6.5pp | 100.46%-86.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $3,264 | $2,323+40.5% | $2,940+11.0% | $2,551+28.0% |
| Participant deferral / active EE | $8,958 | $3,972+125.5% | $4,917+82.2% | $4,139+116.4% |
| Admin fee / account holder | $2,708 | $10,249-73.6% | $12,439-78.2% | $7,234-62.6% |