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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 | $130,536 | $156,398-16.5% | $147,318-11.4% | $138,895-6.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 12.74% | 78.75%-66.0pp | 70.43%-57.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,775 | $4,853-63.4% | $4,593-61.3% | $4,194-57.7% |
| Participant deferral / active EE | $7,559 | $8,237-8.2% | $7,906-4.4% | $6,396+18.2% |
| Admin fee / account holder | $25,860 | $14,976+72.7% | $13,708+88.7% | $12,562+105.9% |