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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 | $134,544 | $162,136-17.0% | $152,301-11.7% | $154,746-13.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 18.44% | 91.02%-72.6pp | 80.50%-62.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $4,422 | $4,890-9.6% | $4,624-4.4% | $4,379+1.0% |
| Participant deferral / active EE | $13,836 | $8,341+65.9% | $8,004+72.9% | $6,730+105.6% |
| Admin fee / account holder | $791 | $15,759-95.0% | $14,398-94.5% | $14,365-94.5% |