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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 | $77,492+42.4% | $100,398+9.9% | $80,911+36.4% |
| Participation rate | 81.5% | 76.9%+4.5pp | 81.5%0pp | 67.6%+13.8pp |
| Annual return | 16.66% | 37.23%-20.6pp | 49.32%-32.7pp | 35.63%-19.0pp |
| Employer contribution / active EE | $1,042 | $2,800-62.8% | $3,946-73.6% | $2,756-62.2% |
| Participant deferral / active EE | $10,824 | $6,817+58.8% | $8,084+33.9% | $4,297+151.9% |
| Admin fee / account holder | $6,587 | $5,892+11.8% | $7,893-16.5% | $6,935-5.0% |