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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 | $119,200 | $154,228-22.7% | $145,433-18.0% | $137,256-13.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.49% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $7,403 | $4,804+54.1% | $4,554+62.5% | $4,156+78.1% |
| Participant deferral / active EE | $14,665 | $8,216+78.5% | $7,897+85.7% | $6,407+128.9% |
| Admin fee / account holder | $988 | $14,344-93.1% | $13,129-92.5% | $12,270-92.0% |