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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 | $113,731 | $86,294+31.8% | $111,303+2.2% | $85,856+32.5% |
| Participation rate | 80.2% | 73.3%+6.9pp | 77.3%+2.9pp | 69.3%+10.9pp |
| Annual return | 19.59% | 19.99%-0.4pp | 54.66%-35.1pp | 318.58%-299.0pp |
| Employer contribution / active EE | $3,194 | $2,043+56.3% | $2,731+16.9% | $2,565+24.5% |
| Participant deferral / active EE | $5,611 | $3,641+54.1% | $4,487+25.0% | $3,952+42.0% |
| Admin fee / account holder | $2,604 | $8,189-68.2% | $7,966-67.3% | $6,261-58.4% |