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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 | $123,784 | $124,425-0.5% | $112,040+10.5% | $137,256-9.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 15.26% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $7,000 | $3,411+105.2% | $2,954+137.0% | $4,156+68.4% |
| Participant deferral / active EE | $12,340 | $5,718+115.8% | $5,098+142.1% | $6,407+92.6% |
| Admin fee / account holder | $3,940 | $15,207-74.1% | $12,098-67.4% | $12,270-67.9% |