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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 | $131,914 | $165,381-20.2% | $149,730-11.9% | $158,966-17.0% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 19.43% | 348.29%-328.9pp | 276.70%-257.3pp | 302.95%-283.5pp |
| Employer contribution / active EE | $2,785 | $5,104-45.4% | $4,645-40.0% | $4,762-41.5% |
| Participant deferral / active EE | $6,680 | $7,182-7.0% | $6,843-2.4% | $5,983+11.6% |
| Admin fee / account holder | $485 | $10,809-95.5% | $9,310-94.8% | $11,250-95.7% |