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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 | $22,851 | $148,629-84.6% | $135,982-83.2% | $139,487-83.6% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 14.00% | 79.33%-65.3pp | 68.32%-54.3pp | 373.84%-359.8pp |
| Employer contribution / active EE | $6,541 | $5,247+24.7% | $4,859+34.6% | $4,755+37.6% |
| Participant deferral / active EE | $3,709 | $8,102-54.2% | $7,760-52.2% | $6,713-44.8% |
| Admin fee / account holder | $18,412 | $12,406+48.4% | $10,767+71.0% | $11,407+61.4% |