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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 | $142,590 | $185,312-23.1% | $161,489-11.7% | $154,746-7.9% |
| Participation rate | 73.9% | 82.5%-8.6pp | 78.7%-4.8pp | 80.7%-6.8pp |
| Annual return | 19.88% | 103.84%-84.0pp | 89.72%-69.8pp | 172.34%-152.5pp |
| Employer contribution / active EE | $4,845 | $4,769+1.6% | $4,268+13.5% | $4,379+10.6% |
| Participant deferral / active EE | $12,154 | $6,350+91.4% | $5,630+115.9% | $6,730+80.6% |
| Admin fee / account holder | $742 | $18,654-96.0% | $16,006-95.4% | $14,365-94.8% |