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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 | $107,117 | $162,136-33.9% | $152,301-29.7% | $154,746-30.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 19.00% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $10,257 | $4,890+109.7% | $4,624+121.8% | $4,379+134.2% |
| Participant deferral / active EE | $7,505 | $8,341-10.0% | $8,004-6.2% | $6,730+11.5% |
| Admin fee / account holder | $1,179 | $15,759-92.5% | $14,398-91.8% | $14,365-91.8% |