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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 | $107,066 | $154,228-30.6% | $145,433-26.4% | $137,256-22.0% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 12.90% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,540 | $4,804-47.1% | $4,554-44.2% | $4,156-38.9% |
| Participant deferral / active EE | $5,527 | $8,216-32.7% | $7,897-30.0% | $6,407-13.7% |
| Admin fee / account holder | $3,737 | $14,344-73.9% | $13,129-71.5% | $12,270-69.5% |