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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 | $109,418 | $154,228-29.1% | $145,433-24.8% | $137,256-20.3% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 14.38% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,011 | $4,804-37.3% | $4,554-33.9% | $4,156-27.5% |
| Participant deferral / active EE | $7,511 | $8,216-8.6% | $7,897-4.9% | $6,407+17.2% |
| Admin fee / account holder | $2,213 | $14,344-84.6% | $13,129-83.1% | $12,270-82.0% |