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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 | $162,136-21.1% | $152,301-16.0% | $154,746-17.4% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 16.65% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,398 | $4,890-71.4% | $4,624-69.8% | $4,379-68.1% |
| Participant deferral / active EE | $11,622 | $8,341+39.3% | $8,004+45.2% | $6,730+72.7% |
| Admin fee / account holder | $6,118 | $15,759-61.2% | $14,398-57.5% | $14,365-57.4% |