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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 | $106,174 | $132,099-19.6% | $115,599-8.2% | $138,895-23.6% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.3%-0.9pp | 79.9%-6.6pp |
| Annual return | 16.97% | 176.76%-159.8pp | 111.10%-94.1pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,856 | $3,416-16.4% | $2,955-3.4% | $4,194-31.9% |
| Participant deferral / active EE | $6,533 | $5,617+16.3% | $4,889+33.6% | $6,396+2.1% |
| Admin fee / account holder | $27,845 | $15,650+77.9% | $12,841+116.9% | $12,562+121.7% |