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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 | $143,494 | $185,312-22.6% | $161,489-11.1% | $154,746-7.3% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 10.12% | 103.84%-93.7pp | 89.72%-79.6pp | 172.34%-162.2pp |
| Employer contribution / active EE | $7,962 | $4,769+67.0% | $4,268+86.5% | $4,379+81.8% |
| Participant deferral / active EE | $8,963 | $6,350+41.2% | $5,630+59.2% | $6,730+33.2% |
| Admin fee / account holder | $227,215 | $18,654+1118.0% | $16,006+1319.6% | $14,365+1481.7% |