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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 | $137,991 | $156,398-11.8% | $147,318-6.3% | $138,895-0.7% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 79.9%-3.4pp |
| Annual return | 21.02% | 78.75%-57.7pp | 70.43%-49.4pp | 145.39%-124.4pp |
| Employer contribution / active EE | $3,622 | $4,853-25.4% | $4,593-21.1% | $4,194-13.7% |
| Participant deferral / active EE | $10,632 | $8,237+29.1% | $7,906+34.5% | $6,396+66.2% |
| Admin fee / account holder | $569 | $14,976-96.2% | $13,708-95.9% | $12,562-95.5% |