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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 | $210,965 | $208,088+1.4% | $186,193+13.3% | $154,746+36.3% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 10.76% | 89.97%-79.2pp | 78.03%-67.3pp | 172.34%-161.6pp |
| Employer contribution / active EE | $4,839 | $4,340+11.5% | $3,918+23.5% | $4,379+10.5% |
| Participant deferral / active EE | $7,005 | $7,078-1.0% | $6,513+7.5% | $6,730+4.1% |
| Admin fee / account holder | $1,684 | $11,698-85.6% | $11,058-84.8% | $14,365-88.3% |