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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 | $111,241 | $157,296-29.3% | $141,191-21.2% | $152,897-27.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 29.45% | 64.34%-34.9pp | 71.41%-42.0pp | 345.43%-316.0pp |
| Employer contribution / active EE | $4,535 | $5,262-13.8% | $4,736-4.2% | $4,764-4.8% |
| Participant deferral / active EE | $6,000 | $7,111-15.6% | $6,710-10.6% | $5,851+2.5% |
| Admin fee / account holder | $12,312 | $12,125+1.5% | $10,264+19.9% | $11,599+6.1% |