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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 | $115,417 | $148,623-22.3% | $135,974-15.1% | $139,466-17.2% |
| Participation rate | 76.2% | 83.9%-7.7pp | 81.9%-5.7pp | 80.3%-4.1pp |
| Annual return | 21.22% | 79.30%-58.1pp | 68.30%-47.1pp | 373.66%-352.4pp |
| Employer contribution / active EE | $3,342 | $5,246-36.3% | $4,859-31.2% | $4,754-29.7% |
| Participant deferral / active EE | $14,013 | $8,103+72.9% | $7,760+80.6% | $6,712+108.8% |
| Admin fee / account holder | $438 | $12,406-96.5% | $10,767-95.9% | $11,409-96.2% |