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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 | $135,347 | $154,228-12.2% | $145,433-6.9% | $137,256-1.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 14.04% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,434 | $4,804-70.1% | $4,554-68.5% | $4,156-65.5% |
| Participant deferral / active EE | $7,377 | $8,216-10.2% | $7,897-6.6% | $6,407+15.1% |
| Admin fee / account holder | $880 | $14,344-93.9% | $13,129-93.3% | $12,270-92.8% |