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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 | $185,312-27.2% | $161,489-16.5% | $154,746-12.8% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 19.69% | 103.84%-84.1pp | 89.72%-70.0pp | 172.34%-152.6pp |
| Employer contribution / active EE | $5,925 | $4,769+24.2% | $4,268+38.8% | $4,379+35.3% |
| Participant deferral / active EE | $13,035 | $6,350+105.3% | $5,630+131.5% | $6,730+93.7% |
| Admin fee / account holder | $4,210 | $18,654-77.4% | $16,006-73.7% | $14,365-70.7% |