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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 | $107,987 | $154,228-30.0% | $145,433-25.7% | $137,256-21.3% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 13.63% | 74.59%-61.0pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,740 | $4,804-43.0% | $4,554-39.8% | $4,156-34.1% |
| Participant deferral / active EE | $4,308 | $8,216-47.6% | $7,897-45.5% | $6,407-32.8% |
| Admin fee / account holder | $4,642 | $14,344-67.6% | $13,129-64.6% | $12,270-62.2% |