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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 | $101,061 | $124,425-18.8% | $112,040-9.8% | $137,256-26.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 20.07% | 24.72%-4.6pp | 24.52%-4.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $7,824 | $3,411+129.4% | $2,954+164.9% | $4,156+88.3% |
| Participant deferral / active EE | $16,282 | $5,718+184.7% | $5,098+219.4% | $6,407+154.1% |
| Admin fee / account holder | $487 | $15,207-96.8% | $12,098-96.0% | $12,270-96.0% |