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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 | $155,012 | $174,379-11.1% | $152,093+1.9% | $138,895+11.6% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 14.30% | 74.86%-60.6pp | 66.36%-52.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,289 | $4,652-50.8% | $4,175-45.2% | $4,194-45.4% |
| Participant deferral / active EE | $6,637 | $6,159+7.8% | $5,451+21.7% | $6,396+3.8% |
| Admin fee / account holder | $4,359 | $16,880-74.2% | $14,497-69.9% | $12,562-65.3% |