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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 | $58,471 | $96,965-39.7% | $97,995-40.3% | $147,586-60.4% |
| Participation rate | 82.4% | 83.6%-1.3pp | 82.4%0pp | 82.8%-0.5pp |
| Annual return | 15.51% | 24.11%-8.6pp | 23.94%-8.4pp | 578.59%-563.1pp |
| Employer contribution / active EE | $4,625 | $4,536+2.0% | $4,158+11.2% | $4,876-5.1% |
| Participant deferral / active EE | $10,805 | $5,081+112.7% | $5,097+112.0% | $5,439+98.7% |
| Admin fee / account holder | $6,639 | $8,120-18.2% | $5,943+11.7% | $10,886-39.0% |