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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 | $75,149 | $154,228-51.3% | $145,433-48.3% | $137,256-45.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 18.26% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $11,342 | $4,804+136.1% | $4,554+149.0% | $4,156+172.9% |
| Participant deferral / active EE | $7,499 | $8,216-8.7% | $7,897-5.0% | $6,407+17.0% |
| Admin fee / account holder | $2,185 | $14,344-84.8% | $13,129-83.4% | $12,270-82.2% |