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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 | $102,108 | $155,555-34.4% | $146,866-30.5% | $155,188-34.2% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.5%-6.0pp | 80.8%-4.3pp |
| Annual return | 13.22% | 115.41%-102.2pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $3,034 | $4,647-34.7% | $4,425-31.4% | $4,248-28.6% |
| Participant deferral / active EE | $9,132 | $8,044+13.5% | $7,759+17.7% | $6,531+39.8% |
| Admin fee / account holder | $25,991 | $14,755+76.1% | $13,620+90.8% | $14,480+79.5% |