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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 | $117,772 | $165,381-28.8% | $149,730-21.3% | $158,966-25.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 11.47% | 348.29%-336.8pp | 276.70%-265.2pp | 302.95%-291.5pp |
| Employer contribution / active EE | $1,186 | $5,104-76.8% | $4,645-74.5% | $4,762-75.1% |
| Participant deferral / active EE | $4,563 | $7,182-36.5% | $6,843-33.3% | $5,983-23.7% |
| Admin fee / account holder | $1,725 | $10,809-84.0% | $9,310-81.5% | $11,250-84.7% |