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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 | $111,576 | $211,239-47.2% | $178,528-37.5% | $145,877-23.5% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 17.16% | 30.22%-13.1pp | 27.11%-10.0pp | 551.28%-534.1pp |
| Employer contribution / active EE | $4,682 | $4,570+2.4% | $3,950+18.5% | $4,663+0.4% |
| Participant deferral / active EE | $10,074 | $6,963+44.7% | $6,278+60.5% | $6,691+50.6% |
| Admin fee / account holder | $16,735 | $12,095+38.4% | $10,419+60.6% | $13,402+24.9% |