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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 | $138,075 | $156,398-11.7% | $147,318-6.3% | $138,895-0.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 16.25% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3,604 | $4,853-25.7% | $4,593-21.5% | $4,194-14.1% |
| Participant deferral / active EE | $5,083 | $8,237-38.3% | $7,906-35.7% | $6,396-20.5% |
| Admin fee / account holder | $1,117 | $14,976-92.5% | $13,708-91.9% | $12,562-91.1% |