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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 | $113,553 | $172,111-34.0% | $150,298-24.4% | $137,256-17.3% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 16.43% | 69.37%-52.9pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,884 | $4,636-59.4% | $4,154-54.6% | $4,156-54.7% |
| Participant deferral / active EE | $5,331 | $6,166-13.5% | $5,453-2.2% | $6,407-16.8% |
| Admin fee / account holder | $2,383 | $16,471-85.5% | $14,116-83.1% | $12,270-80.6% |