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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 | $134,896 | $174,379-22.6% | $152,093-11.3% | $138,895-2.9% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 19.69% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $5,925 | $4,652+27.4% | $4,175+41.9% | $4,194+41.3% |
| Participant deferral / active EE | $13,035 | $6,159+111.6% | $5,451+139.1% | $6,396+103.8% |
| Admin fee / account holder | $4,210 | $16,880-75.1% | $14,497-71.0% | $12,562-66.5% |