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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 | $132,953 | $162,136-18.0% | $152,301-12.7% | $154,746-14.1% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 19.38% | 91.02%-71.6pp | 80.50%-61.1pp | 172.34%-153.0pp |
| Employer contribution / active EE | $4,743 | $4,890-3.0% | $4,624+2.6% | $4,379+8.3% |
| Participant deferral / active EE | $9,941 | $8,341+19.2% | $8,004+24.2% | $6,730+47.7% |
| Admin fee / account holder | $3,091 | $15,759-80.4% | $14,398-78.5% | $14,365-78.5% |