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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 | $112,603 | $178,174-36.8% | $156,181-27.9% | $137,256-18.0% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 15.15% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,793 | $4,972-23.7% | $4,294-11.7% | $4,156-8.7% |
| Participant deferral / active EE | $6,899 | $6,888+0.2% | $6,132+12.5% | $6,407+7.7% |
| Admin fee / account holder | $13,399 | $17,404-23.0% | $14,586-8.1% | $12,270+9.2% |