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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 | $91,410 | $80,985+12.9% | $96,576-5.3% | $75,181+21.6% |
| Participation rate | 76.0% | 71.8%+4.2pp | 76.0%0pp | 67.2%+8.8pp |
| Annual return | 18.92% | 27.05%-8.1pp | 25.87%-7.0pp | 160.69%-141.8pp |
| Employer contribution / active EE | $3,060 | $2,282+34.1% | $2,965+3.2% | $2,671+14.6% |
| Participant deferral / active EE | $8,162 | $3,929+107.7% | $4,851+68.3% | $4,126+97.8% |
| Admin fee / account holder | $5,005 | $6,719-25.5% | $8,253-39.4% | $5,650-11.4% |