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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 | $110,092 | $157,276-30.0% | $141,177-22.0% | $152,885-28.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 22.59% | 64.33%-41.7pp | 71.40%-48.8pp | 345.39%-322.8pp |
| Employer contribution / active EE | $6,782 | $5,262+28.9% | $4,736+43.2% | $4,763+42.4% |
| Participant deferral / active EE | $14,670 | $7,110+106.3% | $6,710+118.6% | $5,851+150.7% |
| Admin fee / account holder | $33,193 | $12,123+173.8% | $10,263+223.4% | $11,598+186.2% |