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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 | $118,896 | $107,809+10.3% | $97,032+22.5% | $155,188-23.4% |
| Participation rate | 71.4% | 75.5%-4.0pp | 71.6%-0.1pp | 80.8%-9.4pp |
| Annual return | 20.84% | 38.06%-17.2pp | 35.38%-14.5pp | 148.84%-128.0pp |
| Employer contribution / active EE | $2,310 | $2,911-20.7% | $2,629-12.1% | $4,248-45.6% |
| Participant deferral / active EE | $11,408 | $5,129+122.4% | $4,672+144.2% | $6,531+74.7% |
| Admin fee / account holder | $1,397 | $10,717-87.0% | $9,418-85.2% | $14,480-90.4% |