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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 | $84,151 | $162,136-48.1% | $152,301-44.7% | $154,746-45.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 12.93% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $5,116 | $4,890+4.6% | $4,624+10.6% | $4,379+16.8% |
| Participant deferral / active EE | $13,618 | $8,341+63.3% | $8,004+70.1% | $6,730+102.3% |
| Admin fee / account holder | $32,136 | $15,759+103.9% | $14,398+123.2% | $14,365+123.7% |