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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 | $131,519 | $172,111-23.6% | $150,298-12.5% | $137,256-4.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 14.67% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,383 | $4,636-27.0% | $4,154-18.6% | $4,156-18.6% |
| Participant deferral / active EE | $7,284 | $6,166+18.1% | $5,453+33.6% | $6,407+13.7% |
| Admin fee / account holder | $1,083 | $16,471-93.4% | $14,116-92.3% | $12,270-91.2% |