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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 | $175,725 | $196,972-10.8% | $182,262-3.6% | $198,609-11.5% |
| Participation rate | 76.9% | 85.7%-8.8pp | 84.2%-7.3pp | 82.4%-5.5pp |
| Annual return | 16.51% | 158.27%-141.8pp | 140.60%-124.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $2,939 | $5,364-45.2% | $5,046-41.8% | $5,055-41.9% |
| Participant deferral / active EE | $7,841 | $8,643-9.3% | $8,276-5.3% | $6,977+12.4% |
| Admin fee / account holder | $4,901 | $18,429-73.4% | $16,712-70.7% | $19,030-74.2% |