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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 | $131,896 | $162,136-18.7% | $152,301-13.4% | $154,746-14.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 14.28% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,574 | $4,890-67.8% | $4,624-66.0% | $4,379-64.0% |
| Participant deferral / active EE | $4,553 | $8,341-45.4% | $8,004-43.1% | $6,730-32.4% |
| Admin fee / account holder | $3,125 | $15,759-80.2% | $14,398-78.3% | $14,365-78.2% |