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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 | $133,136 | $154,228-13.7% | $145,433-8.5% | $137,256-3.0% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 15.35% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,690 | $4,804-23.2% | $4,554-19.0% | $4,156-11.2% |
| Participant deferral / active EE | $6,863 | $8,216-16.5% | $7,897-13.1% | $6,407+7.1% |
| Admin fee / account holder | $2,828 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |