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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 | $138,500 | $156,398-11.4% | $147,318-6.0% | $138,895-0.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 19.91% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $3,653 | $4,853-24.7% | $4,593-20.5% | $4,194-12.9% |
| Participant deferral / active EE | $10,848 | $8,237+31.7% | $7,906+37.2% | $6,396+69.6% |
| Admin fee / account holder | $9,549 | $14,976-36.2% | $13,708-30.3% | $12,562-24.0% |