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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 | $191,470 | $111,535+71.7% | $105,223+82.0% | $137,256+39.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 18.53% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $15,519 | $3,939+293.9% | $3,689+320.7% | $4,156+273.4% |
| Participant deferral / active EE | $16,868 | $5,500+206.7% | $5,072+232.6% | $6,407+163.3% |
| Admin fee / account holder | $971 | $9,721-90.0% | $8,859-89.0% | $12,270-92.1% |