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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 | $117,433 | $111,535+5.3% | $105,223+11.6% | $137,256-14.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 13.33% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,334 | $3,939-66.1% | $3,689-63.8% | $4,156-67.9% |
| Participant deferral / active EE | $3,647 | $5,500-33.7% | $5,072-28.1% | $6,407-43.1% |
| Admin fee / account holder | $605 | $9,721-93.8% | $8,859-93.2% | $12,270-95.1% |