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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 | $114,930 | $172,111-33.2% | $150,298-23.5% | $137,256-16.3% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 15.83% | 69.37%-53.5pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $8,013 | $4,636+72.8% | $4,154+92.9% | $4,156+92.8% |
| Participant deferral / active EE | $4,165 | $6,166-32.5% | $5,453-23.6% | $6,407-35.0% |
| Admin fee / account holder | $516 | $16,471-96.9% | $14,116-96.3% | $12,270-95.8% |