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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 | $111,443 | $165,381-32.6% | $149,730-25.6% | $158,966-29.9% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 18.00% | 348.29%-330.3pp | 276.70%-258.7pp | 302.95%-284.9pp |
| Employer contribution / active EE | $5,373 | $5,104+5.3% | $4,645+15.7% | $4,762+12.8% |
| Participant deferral / active EE | $8,286 | $7,182+15.4% | $6,843+21.1% | $5,983+38.5% |
| Admin fee / account holder | $411 | $10,809-96.2% | $9,310-95.6% | $11,250-96.3% |