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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 | $125,198 | $149,778-16.4% | $118,946+5.3% | $158,966-21.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 16.50% | 19.95%-3.4pp | 35.89%-19.4pp | 302.95%-286.4pp |
| Employer contribution / active EE | $1,115 | $4,117-72.9% | $3,263-65.8% | $4,762-76.6% |
| Participant deferral / active EE | $6,756 | $5,225+29.3% | $4,266+58.4% | $5,983+12.9% |
| Admin fee / account holder | $6,439 | $8,604-25.2% | $6,581-2.2% | $11,250-42.8% |