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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 | $108,568 | $129,737-16.3% | $119,126-8.9% | $154,746-29.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 11.17% | 379.08%-367.9pp | 282.11%-270.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $3,185 | $4,375-27.2% | $4,034-21.0% | $4,379-27.3% |
| Participant deferral / active EE | $6,945 | $5,842+18.9% | $5,318+30.6% | $6,730+3.2% |
| Admin fee / account holder | $13,834 | $11,961+15.7% | $10,693+29.4% | $14,365-3.7% |