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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 | $164,120 | $225,673-27.3% | $203,872-19.5% | $155,188+5.8% |
| Participation rate | 71.4% | 80.3%-8.9pp | 77.8%-6.4pp | 80.8%-9.4pp |
| Annual return | 16.68% | 95.91%-79.2pp | 85.11%-68.4pp | 148.84%-132.2pp |
| Employer contribution / active EE | $10,819 | $4,099+164.0% | $3,757+187.9% | $4,248+154.7% |
| Participant deferral / active EE | $12,876 | $6,893+86.8% | $6,388+101.6% | $6,531+97.1% |
| Admin fee / account holder | $1,647 | $12,327-86.6% | $11,730-86.0% | $14,480-88.6% |