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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 | $133,624 | $183,592-27.2% | $155,574-14.1% | $145,877-8.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.04% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $15,555 | $5,317+192.6% | $4,676+232.7% | $4,663+233.6% |
| Participant deferral / active EE | $8,405 | $6,466+30.0% | $5,629+49.3% | $6,691+25.6% |
| Admin fee / account holder | $1,215 | $19,316-93.7% | $15,914-92.4% | $13,402-90.9% |