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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 | $118,353 | $135,956-12.9% | $123,894-4.5% | $273,972-56.8% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 13.89% | 56.63%-42.7pp | 47.52%-33.6pp | 41.46%-27.6pp |
| Employer contribution / active EE | $15,925 | $5,170+208.0% | $4,617+244.9% | $4,869+227.1% |
| Participant deferral / active EE | $10,714 | $6,343+68.9% | $5,984+79.0% | $5,287+102.6% |
| Admin fee / account holder | $1,450 | $9,817-85.2% | $8,357-82.7% | $10,133-85.7% |