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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 | $89,026 | $127,387-30.1% | $115,038-22.6% | $125,389-29.0% |
| Participation rate | 78.6% | 84.2%-5.6pp | 81.4%-2.8pp | 83.2%-4.6pp |
| Annual return | 2.42% | 31.28%-28.9pp | 26.14%-23.7pp | 282.24%-279.8pp |
| Employer contribution / active EE | $8,398 | $5,166+62.6% | $4,608+82.2% | $4,866+72.6% |
| Participant deferral / active EE | $6,546 | $6,423+1.9% | $6,026+8.6% | $5,352+22.3% |
| Admin fee / account holder | $20,093 | $9,516+111.1% | $8,175+145.8% | $9,541+110.6% |