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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 | $155,555-11.0% | $146,866-5.7% | $155,188-10.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 19.91% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $3,653 | $4,647-21.4% | $4,425-17.4% | $4,248-14.0% |
| Participant deferral / active EE | $10,848 | $8,044+34.9% | $7,759+39.8% | $6,531+66.1% |
| Admin fee / account holder | $9,549 | $14,755-35.3% | $13,620-29.9% | $14,480-34.1% |