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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 | $136,806 | $209,336-34.6% | $197,124-30.6% | $137,256-0.3% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 14.29% | 48.09%-33.8pp | 44.34%-30.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,804 | $6,591-42.3% | $6,227-38.9% | $4,156-8.5% |
| Participant deferral / active EE | $7,154 | $9,614-25.6% | $9,135-21.7% | $6,407+11.7% |
| Admin fee / account holder | $14,058 | $17,308-18.8% | $16,298-13.7% | $12,270+14.6% |