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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 | $118,555 | $156,398-24.2% | $147,318-19.5% | $138,895-14.6% |
| Participation rate | 82.6% | 83.8%-1.1pp | 82.1%+0.5pp | 79.9%+2.7pp |
| Annual return | 18.42% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $3,960 | $4,853-18.4% | $4,593-13.8% | $4,194-5.6% |
| Participant deferral / active EE | $10,159 | $8,237+23.3% | $7,906+28.5% | $6,396+58.8% |
| Admin fee / account holder | $2,246 | $14,976-85.0% | $13,708-83.6% | $12,562-82.1% |