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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 | $128,115 | $172,111-25.6% | $150,298-14.8% | $137,256-6.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 11.36% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $13,230 | $4,636+185.4% | $4,154+218.5% | $4,156+218.3% |
| Participant deferral / active EE | $12,525 | $6,166+103.1% | $5,453+129.7% | $6,407+95.5% |
| Admin fee / account holder | $3,128 | $16,471-81.0% | $14,116-77.8% | $12,270-74.5% |