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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 | $110,355 | $88,672+24.5% | $105,223+4.9% | $82,448+33.8% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 17.31% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,449 | $3,048-19.7% | $3,689-33.6% | $2,551-4.0% |
| Participant deferral / active EE | $5,321 | $4,036+31.8% | $5,072+4.9% | $4,139+28.5% |
| Admin fee / account holder | $11,966 | $7,146+67.5% | $8,859+35.1% | $7,234+65.4% |