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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 | $173,426 | $90,674+91.3% | $96,707+79.3% | $82,448+110.3% |
| Participation rate | 81.0% | 75.9%+5.1pp | 80.4%+0.7pp | 68.1%+13.0pp |
| Annual return | 15.62% | 49.05%-33.4pp | 34.78%-19.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,338 | $3,975-16.0% | $4,191-20.4% | $2,551+30.9% |
| Participant deferral / active EE | $10,303 | $5,696+80.9% | $5,997+71.8% | $4,139+148.9% |
| Admin fee / account holder | $4,006 | $7,568-47.1% | $7,503-46.6% | $7,234-44.6% |