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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 | $99,138 | $114,013-13.0% | $103,693-4.4% | $155,188-36.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 19.13% | 49.31%-30.2pp | 47.61%-28.5pp | 148.84%-129.7pp |
| Employer contribution / active EE | $3,292 | $3,131+5.1% | $2,920+12.7% | $4,248-22.5% |
| Participant deferral / active EE | $7,326 | $4,970+47.4% | $4,579+60.0% | $6,531+12.2% |
| Admin fee / account holder | $1,077 | $8,407-87.2% | $7,858-86.3% | $14,480-92.6% |