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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 | $133,420 | $154,228-13.5% | $145,433-8.3% | $137,256-2.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 13.71% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,892 | $4,804-60.6% | $4,554-58.4% | $4,156-54.5% |
| Participant deferral / active EE | $4,101 | $8,216-50.1% | $7,897-48.1% | $6,407-36.0% |
| Admin fee / account holder | $4,248 | $14,344-70.4% | $13,129-67.6% | $12,270-65.4% |