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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 | $90,907 | $165,399-45.0% | $149,745-39.3% | $158,982-42.8% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 25.28% | 348.34%-323.1pp | 276.72%-251.4pp | 302.99%-277.7pp |
| Employer contribution / active EE | $9,601 | $5,105+88.1% | $4,646+106.7% | $4,763+101.6% |
| Participant deferral / active EE | $5,794 | $7,183-19.3% | $6,843-15.3% | $5,983-3.2% |
| Admin fee / account holder | $10,806 | $10,8110% | $9,312+16.0% | $11,252-4.0% |