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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 | $123,444 | $201,264-38.7% | $184,185-33.0% | $145,978-15.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 16.70% | 29.00%-12.3pp | 28.81%-12.1pp | 550.52%-533.8pp |
| Employer contribution / active EE | $14,998 | $7,021+113.6% | $6,426+133.4% | $4,662+221.7% |
| Participant deferral / active EE | $12,616 | $9,806+28.7% | $9,132+38.2% | $6,690+88.6% |
| Admin fee / account holder | $8,334 | $16,376-49.1% | $13,909-40.1% | $13,400-37.8% |