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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 | $115,016 | $86,298+33.3% | $111,308+3.3% | $85,847+34.0% |
| Participation rate | 78.0% | 73.3%+4.7pp | 77.3%+0.7pp | 69.3%+8.7pp |
| Annual return | 18.69% | 19.99%-1.3pp | 54.67%-36.0pp | 318.61%-299.9pp |
| Employer contribution / active EE | $717 | $2,044-64.9% | $2,732-73.7% | $2,565-72.0% |
| Participant deferral / active EE | $2,787 | $3,641-23.5% | $4,487-37.9% | $3,952-29.5% |
| Admin fee / account holder | $2,116 | $8,189-74.2% | $7,965-73.4% | $6,261-66.2% |