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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 | $132,939 | $178,174-25.4% | $156,181-14.9% | $137,256-3.1% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.8%-0.6pp | 80.0%-1.7pp |
| Annual return | 14.65% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,420 | $4,972-51.3% | $4,294-43.6% | $4,156-41.8% |
| Participant deferral / active EE | $6,142 | $6,888-10.8% | $6,132+0.2% | $6,407-4.1% |
| Admin fee / account holder | $37,095 | $17,404+113.1% | $14,586+154.3% | $12,270+202.3% |