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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 | $115,013 | $178,174-35.4% | $156,181-26.4% | $137,256-16.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 11.10% | 84.19%-73.1pp | 64.87%-53.8pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,145 | $4,972-77.0% | $4,294-73.3% | $4,156-72.5% |
| Participant deferral / active EE | $2,133 | $6,888-69.0% | $6,132-65.2% | $6,407-66.7% |
| Admin fee / account holder | $29,869 | $17,404+71.6% | $14,586+104.8% | $12,270+143.4% |