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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 | $111,820 | $127,387-12.2% | $115,038-2.8% | $125,389-10.8% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.09% | 31.28%-31.2pp | 26.14%-26.0pp | 282.24%-282.1pp |
| Employer contribution / active EE | $5,500 | $5,166+6.5% | $4,608+19.4% | $4,866+13.0% |
| Participant deferral / active EE | $13,903 | $6,423+116.5% | $6,026+130.7% | $5,352+159.8% |
| Admin fee / account holder | $13,863 | $9,516+45.7% | $8,175+69.6% | $9,541+45.3% |