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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 | $114,513 | $185,312-38.2% | $161,489-29.1% | $154,746-26.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 13.34% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,034 | $4,769-57.4% | $4,268-52.3% | $4,379-53.6% |
| Participant deferral / active EE | $9,396 | $6,350+48.0% | $5,630+66.9% | $6,730+39.6% |
| Admin fee / account holder | $17,318 | $18,654-7.2% | $16,006+8.2% | $14,365+20.6% |