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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 | $112,768 | $172,111-34.5% | $150,298-25.0% | $137,256-17.8% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 20.34% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,572 | $4,636-44.5% | $4,154-38.1% | $4,156-38.1% |
| Participant deferral / active EE | $7,284 | $6,166+18.1% | $5,453+33.6% | $6,407+13.7% |
| Admin fee / account holder | $33,682 | $16,471+104.5% | $14,116+138.6% | $12,270+174.5% |