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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 | $18,162 | $154,228-88.2% | $145,433-87.5% | $137,256-86.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.32% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $8,134 | $4,804+69.3% | $4,554+78.6% | $4,156+95.7% |
| Participant deferral / active EE | $15,489 | $8,216+88.5% | $7,897+96.1% | $6,407+141.8% |
| Admin fee / account holder | $7,605 | $14,344-47.0% | $13,129-42.1% | $12,270-38.0% |