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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 | $200,037 | $121,719+64.3% | $210,053-4.8% | $116,462+71.8% |
| Participation rate | 95.1% | 76.0%+19.1pp | 80.8%+14.3pp | 74.7%+20.4pp |
| Annual return | 15.81% | 14.29%+1.5pp | 232.76%-217.0pp | 15.65%+0.2pp |
| Employer contribution / active EE | $1,563 | $2,386-34.5% | $4,521-65.4% | $3,231-51.6% |
| Participant deferral / active EE | $0 | $3,917-100.0% | $4,238-100.0% | $3,836-100.0% |
| Admin fee / account holder | $11,362 | $13,730-17.2% | $16,990-33.1% | $12,754-10.9% |