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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 | $168,133 | $181,062-7.1% | $158,223+6.3% | $155,188+8.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 11.44% | 57.39%-45.9pp | 52.09%-40.7pp | 148.84%-137.4pp |
| Employer contribution / active EE | $2,453 | $4,565-46.3% | $4,109-40.3% | $4,248-42.3% |
| Participant deferral / active EE | $13,370 | $6,134+117.9% | $5,467+144.6% | $6,531+104.7% |
| Admin fee / account holder | $3,117 | $18,825-83.4% | $16,047-80.6% | $14,480-78.5% |