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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 | $95,422 | $156,398-39.0% | $147,318-35.2% | $138,895-31.3% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 12.71% | 78.75%-66.0pp | 70.43%-57.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $9,274 | $4,853+91.1% | $4,593+101.9% | $4,194+121.1% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,760 | $14,976-28.1% | $13,708-21.5% | $12,562-14.3% |