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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 | $132,634-19.9% | $115,768-8.3% | $137,256-22.6% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.4%-1.1pp | 80.0%-6.6pp |
| Annual return | 16.97% | 160.70%-143.7pp | 100.46%-83.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,856 | $3,360-15.0% | $2,940-2.9% | $4,156-31.3% |
| Participant deferral / active EE | $6,533 | $5,619+16.3% | $4,917+32.9% | $6,407+2.0% |
| Admin fee / account holder | $27,845 | $15,028+85.3% | $12,439+123.8% | $12,270+126.9% |