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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 | $127,886 | $154,228-17.1% | $145,433-12.1% | $137,256-6.8% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 16.65% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,398 | $4,804-70.9% | $4,554-69.3% | $4,156-66.4% |
| Participant deferral / active EE | $11,622 | $8,216+41.4% | $7,897+47.2% | $6,407+81.4% |
| Admin fee / account holder | $6,118 | $14,344-57.3% | $13,129-53.4% | $12,270-50.1% |