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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 | $91,308 | $181,062-49.6% | $158,223-42.3% | $155,188-41.2% |
| Participation rate | 78.6% | 82.7%-4.1pp | 79.2%-0.6pp | 80.8%-2.2pp |
| Annual return | 15.49% | 57.39%-41.9pp | 52.09%-36.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,867 | $4,565-59.1% | $4,109-54.6% | $4,248-56.1% |
| Participant deferral / active EE | $3,831 | $6,134-37.6% | $5,467-29.9% | $6,531-41.3% |
| Admin fee / account holder | $1,516 | $18,825-91.9% | $16,047-90.6% | $14,480-89.5% |