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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 | $134,991 | $157,296-14.2% | $141,191-4.4% | $152,897-11.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 21.11% | 64.34%-43.2pp | 71.41%-50.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $3,260 | $5,262-38.0% | $4,736-31.2% | $4,764-31.6% |
| Participant deferral / active EE | $8,696 | $7,111+22.3% | $6,710+29.6% | $5,851+48.6% |
| Admin fee / account holder | $794 | $12,125-93.5% | $10,264-92.3% | $11,599-93.2% |