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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 | $115,834 | $94,031+23.2% | $115,768+0.1% | $82,448+40.5% |
| Participation rate | 76.4% | 70.4%+5.9pp | 74.4%+2.0pp | 68.1%+8.3pp |
| Annual return | 20.58% | 20.61%0pp | 100.46%-79.9pp | 41.64%-21.1pp |
| Employer contribution / active EE | $5,425 | $2,323+133.5% | $2,940+84.5% | $2,551+112.7% |
| Participant deferral / active EE | $10,879 | $3,972+173.9% | $4,917+121.3% | $4,139+162.8% |
| Admin fee / account holder | $5,782 | $10,249-43.6% | $12,439-53.5% | $7,234-20.1% |