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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 | $113,126 | $155,555-27.3% | $146,866-23.0% | $155,188-27.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 14.41% | 115.41%-101.0pp | 102.85%-88.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $3,046 | $4,647-34.4% | $4,425-31.2% | $4,248-28.3% |
| Participant deferral / active EE | $10,155 | $8,044+26.2% | $7,759+30.9% | $6,531+55.5% |
| Admin fee / account holder | $3,504 | $14,755-76.3% | $13,620-74.3% | $14,480-75.8% |