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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 | $119,160 | $172,111-30.8% | $150,298-20.7% | $137,256-13.2% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 19.76% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $4,463 | $4,636-3.7% | $4,154+7.4% | $4,156+7.4% |
| Participant deferral / active EE | $6,490 | $6,166+5.3% | $5,453+19.0% | $6,407+1.3% |
| Admin fee / account holder | $1,331 | $16,471-91.9% | $14,116-90.6% | $12,270-89.2% |