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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 | $129,585 | $112,131+15.6% | $95,964+35.0% | $158,982-18.5% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 14.06% | 171.19%-157.1pp | 91.64%-77.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $1,563 | $3,199-51.1% | $2,541-38.5% | $4,763-67.2% |
| Participant deferral / active EE | $3,370 | $4,784-29.6% | $4,167-19.1% | $5,983-43.7% |
| Admin fee / account holder | $3,487 | $10,136-65.6% | $6,797-48.7% | $11,252-69.0% |