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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 | $123,554 | $156,398-21.0% | $147,318-16.1% | $138,895-11.0% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 79.9%-3.4pp |
| Annual return | 16.34% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3,952 | $4,853-18.6% | $4,593-14.0% | $4,194-5.8% |
| Participant deferral / active EE | $9,291 | $8,237+12.8% | $7,906+17.5% | $6,396+45.3% |
| Admin fee / account holder | $6,080 | $14,976-59.4% | $13,708-55.6% | $12,562-51.6% |