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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 | $131,329 | $169,237-22.4% | $129,339+1.5% | $145,978-10.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 18.77% | 14364.43%-14345.7pp | 9437.05%-9418.3pp | 550.52%-531.7pp |
| Employer contribution / active EE | $3,927 | $5,540-29.1% | $4,154-5.5% | $4,662-15.8% |
| Participant deferral / active EE | $1,463 | $4,991-70.7% | $4,170-64.9% | $6,690-78.1% |
| Admin fee / account holder | $7,594 | $9,882-23.1% | $7,668-1.0% | $13,400-43.3% |