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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 | $129,825 | $165,381-21.5% | $149,730-13.3% | $158,966-18.3% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 15.59% | 348.29%-332.7pp | 276.70%-261.1pp | 302.95%-287.4pp |
| Employer contribution / active EE | $3,656 | $5,104-28.4% | $4,645-21.3% | $4,762-23.2% |
| Participant deferral / active EE | $7,432 | $7,182+3.5% | $6,843+8.6% | $5,983+24.2% |
| Admin fee / account holder | $3,762 | $10,809-65.2% | $9,310-59.6% | $11,250-66.6% |