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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 | $122,715 | $154,228-20.4% | $145,433-15.6% | $137,256-10.6% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 14.10% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,730 | $4,804-43.2% | $4,554-40.1% | $4,156-34.3% |
| Participant deferral / active EE | $8,027 | $8,216-2.3% | $7,897+1.6% | $6,407+25.3% |
| Admin fee / account holder | $37,918 | $14,344+164.4% | $13,129+188.8% | $12,270+209.0% |