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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 | $112,739 | $174,379-35.3% | $152,093-25.9% | $138,895-18.8% |
| Participation rate | 76.5% | 81.6%-5.2pp | 77.8%-1.3pp | 79.9%-3.4pp |
| Annual return | 14.11% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $4,209 | $4,652-9.5% | $4,175+0.8% | $4,194+0.3% |
| Participant deferral / active EE | $13,876 | $6,159+125.3% | $5,451+154.5% | $6,396+116.9% |
| Admin fee / account holder | $11,401 | $16,880-32.5% | $14,497-21.4% | $12,562-9.2% |