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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 | $145,222 | $165,399-12.2% | $149,745-3.0% | $158,982-8.7% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.6pp |
| Annual return | 25.15% | 348.34%-323.2pp | 276.72%-251.6pp | 302.99%-277.8pp |
| Employer contribution / active EE | $13,740 | $5,105+169.2% | $4,646+195.8% | $4,763+188.5% |
| Participant deferral / active EE | $6,464 | $7,183-10.0% | $6,843-5.5% | $5,983+8.0% |
| Admin fee / account holder | $1,464 | $10,811-86.5% | $9,312-84.3% | $11,252-87.0% |