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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 | $111,388 | $87,733+27.0% | $106,551+4.5% | $85,856+29.7% |
| Participation rate | 76.9% | 71.9%+5.0pp | 76.1%+0.8pp | 69.3%+7.6pp |
| Annual return | 20.02% | 21.86%-1.8pp | 26.80%-6.8pp | 318.58%-298.6pp |
| Employer contribution / active EE | $7,692 | $2,073+271.1% | $2,819+172.9% | $2,565+199.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,290 | $6,767+22.5% | $7,408+11.9% | $6,261+32.4% |