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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 | $135,944 | $155,555-12.6% | $146,866-7.4% | $155,188-12.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 13.42% | 115.41%-102.0pp | 102.85%-89.4pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,061 | $4,647-77.2% | $4,425-76.0% | $4,248-75.0% |
| Participant deferral / active EE | $4,252 | $8,044-47.1% | $7,759-45.2% | $6,531-34.9% |
| Admin fee / account holder | $121,010 | $14,755+720.1% | $13,620+788.5% | $14,480+735.7% |