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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 | $108,469 | $155,555-30.3% | $146,866-26.1% | $155,188-30.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 24.29% | 115.41%-91.1pp | 102.85%-78.6pp | 148.84%-124.5pp |
| Employer contribution / active EE | $8,507 | $4,647+83.1% | $4,425+92.3% | $4,248+100.3% |
| Participant deferral / active EE | $8,238 | $8,044+2.4% | $7,759+6.2% | $6,531+26.1% |
| Admin fee / account holder | $2,097 | $14,755-85.8% | $13,620-84.6% | $14,480-85.5% |