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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 | $111,535+6.4% | $105,223+12.7% | $137,256-13.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 18.81% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,026 | $3,939-48.6% | $3,689-45.1% | $4,156-51.3% |
| Participant deferral / active EE | $7,750 | $5,500+40.9% | $5,072+52.8% | $6,407+21.0% |
| Admin fee / account holder | $1,264 | $9,721-87.0% | $8,859-85.7% | $12,270-89.7% |