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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 | $125,672 | $112,131+12.1% | $95,964+31.0% | $158,982-21.0% |
| Participation rate | 76.5% | 79.0%-2.5pp | 77.1%-0.6pp | 82.0%-5.5pp |
| Annual return | 15.33% | 171.19%-155.9pp | 91.64%-76.3pp | 302.99%-287.7pp |
| Employer contribution / active EE | $2,246 | $3,199-29.8% | $2,541-11.6% | $4,763-52.8% |
| Participant deferral / active EE | $6,208 | $4,784+29.8% | $4,167+49.0% | $5,983+3.8% |
| Admin fee / account holder | $4,068 | $10,136-59.9% | $6,797-40.1% | $11,252-63.8% |