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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 | $131,041 | $154,228-15.0% | $145,433-9.9% | $137,256-4.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 14.47% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,529 | $4,804-26.5% | $4,554-22.5% | $4,156-15.1% |
| Participant deferral / active EE | $12,916 | $8,216+57.2% | $7,897+63.5% | $6,407+101.6% |
| Admin fee / account holder | $4,074 | $14,344-71.6% | $13,129-69.0% | $12,270-66.8% |