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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 | $126,663 | $181,062-30.0% | $158,223-19.9% | $155,188-18.4% |
| Participation rate | 73.3% | 82.7%-9.3pp | 79.2%-5.9pp | 80.8%-7.5pp |
| Annual return | 8.87% | 57.39%-48.5pp | 52.09%-43.2pp | 148.84%-140.0pp |
| Employer contribution / active EE | $1,697 | $4,565-62.8% | $4,109-58.7% | $4,248-60.1% |
| Participant deferral / active EE | $10,409 | $6,134+69.7% | $5,467+90.4% | $6,531+59.4% |
| Admin fee / account holder | $34,096 | $18,825+81.1% | $16,047+112.5% | $14,480+135.5% |