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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 | $134,642 | $185,312-27.3% | $161,489-16.6% | $154,746-13.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 14.20% | 103.84%-89.6pp | 89.72%-75.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,362 | $4,769-71.4% | $4,268-68.1% | $4,379-68.9% |
| Participant deferral / active EE | $2,924 | $6,350-53.9% | $5,630-48.1% | $6,730-56.6% |
| Admin fee / account holder | $9,515 | $18,654-49.0% | $16,006-40.6% | $14,365-33.8% |