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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 | $66,152 | $199,109-66.8% | $173,730-61.9% | $154,746-57.3% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 12.96% | 20.02%-7.1pp | 19.96%-7.0pp | 172.34%-159.4pp |
| Employer contribution / active EE | $19,136 | $5,311+260.3% | $4,577+318.0% | $4,379+337.0% |
| Participant deferral / active EE | $13,609 | $7,113+91.3% | $6,326+115.1% | $6,730+102.2% |
| Admin fee / account holder | $720,914 | $20,916+3346.7% | $17,523+4014.0% | $14,365+4918.5% |