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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 | $140,231 | $201,264-30.3% | $184,185-23.9% | $145,978-3.9% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 12.62% | 29.00%-16.4pp | 28.81%-16.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,779 | $9,806-10.5% | $9,132-3.9% | $6,690+31.2% |
| Admin fee / account holder | $21,159 | $16,376+29.2% | $13,909+52.1% | $13,400+57.9% |