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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 | $117,382 | $112,131+4.7% | $95,964+22.3% | $158,982-26.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 14.69% | 171.19%-156.5pp | 91.64%-77.0pp | 302.99%-288.3pp |
| Employer contribution / active EE | $737 | $3,199-77.0% | $2,541-71.0% | $4,763-84.5% |
| Participant deferral / active EE | $3,966 | $4,784-17.1% | $4,167-4.8% | $5,983-33.7% |
| Admin fee / account holder | $1,967 | $10,136-80.6% | $6,797-71.1% | $11,252-82.5% |