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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 | $107,448 | $157,296-31.7% | $141,191-23.9% | $152,897-29.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 23.31% | 64.34%-41.0pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $6,818 | $5,262+29.6% | $4,736+44.0% | $4,764+43.1% |
| Participant deferral / active EE | $3,987 | $7,111-43.9% | $6,710-40.6% | $5,851-31.9% |
| Admin fee / account holder | $3,078 | $12,125-74.6% | $10,264-70.0% | $11,599-73.5% |