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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 | $135,168 | $178,174-24.1% | $156,181-13.5% | $137,256-1.5% |
| Participation rate | 73.7% | 82.0%-8.4pp | 78.8%-5.1pp | 80.0%-6.3pp |
| Annual return | 14.47% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,945 | $4,972-60.9% | $4,294-54.7% | $4,156-53.2% |
| Participant deferral / active EE | $4,739 | $6,888-31.2% | $6,132-22.7% | $6,407-26.0% |
| Admin fee / account holder | $3,461 | $17,404-80.1% | $14,586-76.3% | $12,270-71.8% |