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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 | $155,555-11.2% | $146,866-6.0% | $155,188-11.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 16.25% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $3,604 | $4,647-22.4% | $4,425-18.6% | $4,248-15.2% |
| Participant deferral / active EE | $5,083 | $8,044-36.8% | $7,759-34.5% | $6,531-22.2% |
| Admin fee / account holder | $1,117 | $14,755-92.4% | $13,620-91.8% | $14,480-92.3% |