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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 | $210,895 | $209,336+0.7% | $197,124+7.0% | $137,256+53.7% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 18.60% | 48.09%-29.5pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,387 | $6,591-33.4% | $6,227-29.6% | $4,156+5.6% |
| Participant deferral / active EE | $10,815 | $9,614+12.5% | $9,135+18.4% | $6,407+68.8% |
| Admin fee / account holder | $1,534 | $17,308-91.1% | $16,298-90.6% | $12,270-87.5% |