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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 | $110,358 | $77,472+42.4% | $100,392+9.9% | $80,935+36.4% |
| Participation rate | 81.5% | 76.9%+4.5pp | 81.5%0pp | 67.7%+13.8pp |
| Annual return | 16.66% | 37.26%-20.6pp | 49.45%-32.8pp | 35.66%-19.0pp |
| Employer contribution / active EE | $1,042 | $2,800-62.8% | $3,941-73.6% | $2,757-62.2% |
| Participant deferral / active EE | $10,824 | $6,818+58.8% | $8,090+33.8% | $4,299+151.7% |
| Admin fee / account holder | $6,587 | $5,885+11.9% | $7,904-16.7% | $6,924-4.9% |