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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 | $188,767 | $114,119+65.4% | $107,187+76.1% | $138,895+35.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 17.70% | 273.21%-255.5pp | 204.55%-186.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $10,447 | $4,059+157.4% | $3,782+176.2% | $4,194+149.1% |
| Participant deferral / active EE | $6,150 | $5,538+11.1% | $5,096+20.7% | $6,396-3.8% |
| Admin fee / account holder | $9,279 | $10,024-7.4% | $9,162+1.3% | $12,562-26.1% |