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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 | $88,469 | $181,062-51.1% | $158,223-44.1% | $155,188-43.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 14.35% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.5pp |
| Employer contribution / active EE | $2,901 | $4,565-36.4% | $4,109-29.4% | $4,248-31.7% |
| Participant deferral / active EE | $8,140 | $6,134+32.7% | $5,467+48.9% | $6,531+24.6% |
| Admin fee / account holder | $1,048 | $18,825-94.4% | $16,047-93.5% | $14,480-92.8% |