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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 | $126,310 | $169,237-25.4% | $129,339-2.3% | $145,978-13.5% |
| Participation rate | 72.7% | 76.5%-3.7pp | 69.6%+3.1pp | 80.3%-7.6pp |
| Annual return | 13.04% | 14364.43%-14351.4pp | 9437.05%-9424.0pp | 550.52%-537.5pp |
| Employer contribution / active EE | $3,067 | $5,540-44.6% | $4,154-26.2% | $4,662-34.2% |
| Participant deferral / active EE | $9,509 | $4,991+90.5% | $4,170+128.0% | $6,690+42.1% |
| Admin fee / account holder | $6,848 | $9,882-30.7% | $7,668-10.7% | $13,400-48.9% |