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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 | $131,774 | $154,228-14.6% | $145,433-9.4% | $137,256-4.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.95% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,911 | $4,804-39.4% | $4,554-36.1% | $4,156-30.0% |
| Participant deferral / active EE | $7,997 | $8,216-2.7% | $7,897+1.3% | $6,407+24.8% |
| Admin fee / account holder | $5,366 | $14,344-62.6% | $13,129-59.1% | $12,270-56.3% |