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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 | $121,339 | $165,361-26.6% | $149,715-19.0% | $158,950-23.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.18% | 348.24%-330.1pp | 276.66%-258.5pp | 302.91%-284.7pp |
| Employer contribution / active EE | $1,141 | $5,103-77.6% | $4,645-75.4% | $4,762-76.0% |
| Participant deferral / active EE | $2,945 | $7,182-59.0% | $6,842-57.0% | $5,983-50.8% |
| Admin fee / account holder | $1,688 | $10,808-84.4% | $9,310-81.9% | $11,248-85.0% |