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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 | $117,862 | $112,131+5.1% | $95,964+22.8% | $158,982-25.9% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 10.95% | 171.19%-160.2pp | 91.64%-80.7pp | 302.99%-292.0pp |
| Employer contribution / active EE | $1,495 | $3,199-53.3% | $2,541-41.2% | $4,763-68.6% |
| Participant deferral / active EE | $2,415 | $4,784-49.5% | $4,167-42.0% | $5,983-59.6% |
| Admin fee / account holder | $2,142 | $10,136-78.9% | $6,797-68.5% | $11,252-81.0% |