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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 | $118,624 | $129,737-8.6% | $119,126-0.4% | $154,746-23.3% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 18.81% | 379.08%-360.3pp | 282.11%-263.3pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,026 | $4,375-53.7% | $4,034-49.8% | $4,379-53.7% |
| Participant deferral / active EE | $7,750 | $5,842+32.7% | $5,318+45.7% | $6,730+15.2% |
| Admin fee / account holder | $1,264 | $11,961-89.4% | $10,693-88.2% | $14,365-91.2% |