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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 | $132,185 | $211,105-37.4% | $178,449-25.9% | $145,978-9.4% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.01% | 30.19%-20.2pp | 27.09%-17.1pp | 550.52%-540.5pp |
| Employer contribution / active EE | $3,680 | $4,569-19.4% | $3,951-6.8% | $4,662-21.1% |
| Participant deferral / active EE | $7,947 | $6,959+14.2% | $6,277+26.6% | $6,690+18.8% |
| Admin fee / account holder | $614 | $12,017-94.9% | $10,362-94.1% | $13,400-95.4% |