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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 | $138,993 | $185,312-25.0% | $161,489-13.9% | $154,746-10.2% |
| Participation rate | 76.2% | 82.5%-6.3pp | 78.7%-2.5pp | 80.7%-4.5pp |
| Annual return | 15.90% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,134 | $4,769-55.2% | $4,268-50.0% | $4,379-51.3% |
| Participant deferral / active EE | $6,302 | $6,350-0.8% | $5,630+11.9% | $6,730-6.4% |
| Admin fee / account holder | $1,633 | $18,654-91.2% | $16,006-89.8% | $14,365-88.6% |