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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 | $92,583 | $78,705+17.6% | $117,860-21.4% | $70,124+32.0% |
| Participation rate | 79.7% | 73.2%+6.5pp | 79.7%0pp | 69.5%+10.1pp |
| Annual return | 17.02% | 23.30%-6.3pp | 335.10%-318.1pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,399 | $2,223+7.9% | $3,786-36.6% | $2,342+2.4% |
| Participant deferral / active EE | $8,677 | $3,297+163.2% | $4,482+93.6% | $3,332+160.4% |
| Admin fee / account holder | $4,833 | $5,065-4.6% | $8,021-39.7% | $4,645+4.0% |