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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 | $143,009 | $165,399-13.5% | $149,745-4.5% | $158,982-10.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.44% | 348.34%-333.9pp | 276.72%-262.3pp | 302.99%-288.5pp |
| Employer contribution / active EE | $3,056 | $5,105-40.1% | $4,646-34.2% | $4,763-35.8% |
| Participant deferral / active EE | $7,703 | $7,183+7.2% | $6,843+12.6% | $5,983+28.7% |
| Admin fee / account holder | $1,267 | $10,811-88.3% | $9,312-86.4% | $11,252-88.7% |