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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 | $106,332 | $142,354-25.3% | $125,529-15.3% | $155,188-31.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.7%+0.3pp | 80.8%-5.8pp |
| Annual return | 13.14% | 306.06%-292.9pp | 202.56%-189.4pp | 148.84%-135.7pp |
| Employer contribution / active EE | $3,071 | $3,501-12.3% | $3,058+0.4% | $4,248-27.7% |
| Participant deferral / active EE | $6,204 | $5,491+13.0% | $4,813+28.9% | $6,531-5.0% |
| Admin fee / account holder | $1,859 | $19,392-90.4% | $16,298-88.6% | $14,480-87.2% |