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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 | $130,544 | $172,111-24.2% | $150,298-13.1% | $137,256-4.9% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 15.23% | 69.37%-54.1pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $7,085 | $4,636+52.8% | $4,154+70.6% | $4,156+70.5% |
| Participant deferral / active EE | $8,316 | $6,166+34.9% | $5,453+52.5% | $6,407+29.8% |
| Admin fee / account holder | $1,106 | $16,471-93.3% | $14,116-92.2% | $12,270-91.0% |