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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 | $135,272 | $162,136-16.6% | $152,301-11.2% | $154,746-12.6% |
| Participation rate | 70.6% | 84.1%-13.5pp | 82.4%-11.9pp | 80.7%-10.1pp |
| Annual return | 20.33% | 91.02%-70.7pp | 80.50%-60.2pp | 172.34%-152.0pp |
| Employer contribution / active EE | $2,835 | $4,890-42.0% | $4,624-38.7% | $4,379-35.3% |
| Participant deferral / active EE | $5,610 | $8,341-32.7% | $8,004-29.9% | $6,730-16.6% |
| Admin fee / account holder | $20,605 | $15,759+30.7% | $14,398+43.1% | $14,365+43.4% |