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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 | $146,913 | $165,399-11.2% | $149,745-1.9% | $158,982-7.6% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 26.93% | 348.34%-321.4pp | 276.72%-249.8pp | 302.99%-276.1pp |
| Employer contribution / active EE | $3,609 | $5,105-29.3% | $4,646-22.3% | $4,763-24.2% |
| Participant deferral / active EE | $8,664 | $7,183+20.6% | $6,843+26.6% | $5,983+44.8% |
| Admin fee / account holder | $640 | $10,811-94.1% | $9,312-93.1% | $11,252-94.3% |