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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 | $132,733 | $114,119+16.3% | $107,187+23.8% | $138,895-4.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 15.10% | 273.21%-258.1pp | 204.55%-189.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,464 | $4,059-39.3% | $3,782-34.8% | $4,194-41.2% |
| Participant deferral / active EE | $7,642 | $5,538+38.0% | $5,096+50.0% | $6,396+19.5% |
| Admin fee / account holder | $2,337 | $10,024-76.7% | $9,162-74.5% | $12,562-81.4% |