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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 | $118,571 | $211,224-43.9% | $178,505-33.6% | $145,897-18.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 9.45% | 30.28%-20.8pp | 27.16%-17.7pp | 552.29%-542.8pp |
| Employer contribution / active EE | $3,826 | $4,577-16.4% | $3,955-3.3% | $4,663-17.9% |
| Participant deferral / active EE | $7,276 | $6,966+4.5% | $6,280+15.9% | $6,689+8.8% |
| Admin fee / account holder | $23,187 | $12,109+91.5% | $10,428+122.4% | $13,390+73.2% |