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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 | $128,238 | $209,336-38.7% | $197,124-34.9% | $137,256-6.6% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 15.94% | 48.09%-32.1pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,578 | $6,591-45.7% | $6,227-42.5% | $4,156-13.9% |
| Participant deferral / active EE | $10,180 | $9,614+5.9% | $9,135+11.4% | $6,407+58.9% |
| Admin fee / account holder | $16,090 | $17,308-7.0% | $16,298-1.3% | $12,270+31.1% |