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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 | $240,315 | $100,970+138.0% | $96,576+148.8% | $137,256+75.1% |
| Participation rate | 81.0% | 82.6%-1.7pp | 81.4%-0.5pp | 80.0%+1.0pp |
| Annual return | 13.93% | 38.16%-24.2pp | 38.47%-24.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,456 | $3,809-9.3% | $3,553-2.7% | $4,156-16.8% |
| Participant deferral / active EE | $4,587 | $8,286-44.6% | $7,956-42.4% | $6,407-28.4% |
| Admin fee / account holder | $5,737 | $11,312-49.3% | $11,381-49.6% | $12,270-53.2% |