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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 | $119,577 | $154,228-22.5% | $145,433-17.8% | $137,256-12.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 28.03% | 74.59%-46.6pp | 66.58%-38.5pp | 220.34%-192.3pp |
| Employer contribution / active EE | $2,177 | $4,804-54.7% | $4,554-52.2% | $4,156-47.6% |
| Participant deferral / active EE | $4,706 | $8,216-42.7% | $7,897-40.4% | $6,407-26.5% |
| Admin fee / account holder | $10,453 | $14,344-27.1% | $13,129-20.4% | $12,270-14.8% |