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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 | $165,948 | $114,119+45.4% | $107,187+54.8% | $138,895+19.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 12.76% | 273.21%-260.4pp | 204.55%-191.8pp | 145.39%-132.6pp |
| Employer contribution / active EE | $21,072 | $4,059+419.2% | $3,782+457.1% | $4,194+402.4% |
| Participant deferral / active EE | $6,836 | $5,538+23.4% | $5,096+34.1% | $6,396+6.9% |
| Admin fee / account holder | $2,000 | $10,024-80.1% | $9,162-78.2% | $12,562-84.1% |