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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 | $107,319 | $103,393+3.8% | $87,103+23.2% | $152,909-29.8% |
| Participation rate | 76.9% | 79.4%-2.4pp | 76.9%0pp | 82.5%-5.5pp |
| Annual return | 16.25% | 28.10%-11.8pp | 28.19%-11.9pp | 345.46%-329.2pp |
| Employer contribution / active EE | $9,082 | $3,221+182.0% | $2,521+260.2% | $4,764+90.7% |
| Participant deferral / active EE | $5,522 | $4,778+15.6% | $4,049+36.4% | $5,851-5.6% |
| Admin fee / account holder | $61,399 | $12,195+403.5% | $7,491+719.6% | $11,601+429.3% |