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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 | $143,021 | $165,381-13.5% | $149,730-4.5% | $158,966-10.0% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 13.48% | 348.29%-334.8pp | 276.70%-263.2pp | 302.95%-289.5pp |
| Employer contribution / active EE | $1,780 | $5,104-65.1% | $4,645-61.7% | $4,762-62.6% |
| Participant deferral / active EE | $5,725 | $7,182-20.3% | $6,843-16.3% | $5,983-4.3% |
| Admin fee / account holder | $905 | $10,809-91.6% | $9,310-90.3% | $11,250-92.0% |