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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 | $155,555-23.8% | $146,866-19.3% | $155,188-23.6% |
| Participation rate | 82.6% | 84.0%-1.3pp | 82.5%+0.1pp | 80.8%+1.8pp |
| Annual return | 18.42% | 115.41%-97.0pp | 102.85%-84.4pp | 148.84%-130.4pp |
| Employer contribution / active EE | $3,960 | $4,647-14.8% | $4,425-10.5% | $4,248-6.8% |
| Participant deferral / active EE | $10,159 | $8,044+26.3% | $7,759+30.9% | $6,531+55.6% |
| Admin fee / account holder | $2,246 | $14,755-84.8% | $13,620-83.5% | $14,480-84.5% |