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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 | $117,794 | $105,158+12.0% | $94,672+24.4% | $139,487-15.6% |
| Participation rate | 77.3% | 82.4%-5.1pp | 80.8%-3.6pp | 80.3%-3.1pp |
| Annual return | 18.11% | 38.11%-20.0pp | 156.89%-138.8pp | 373.84%-355.7pp |
| Employer contribution / active EE | $3,324 | $4,107-19.1% | $3,673-9.5% | $4,755-30.1% |
| Participant deferral / active EE | $6,267 | $7,599-17.5% | $7,417-15.5% | $6,713-6.6% |
| Admin fee / account holder | $6,622 | $8,972-26.2% | $7,222-8.3% | $11,407-41.9% |