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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 | $95,200 | $156,398-39.1% | $147,318-35.4% | $138,895-31.5% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 13.65% | 78.75%-65.1pp | 70.43%-56.8pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,742 | $4,853-43.5% | $4,593-40.3% | $4,194-34.6% |
| Participant deferral / active EE | $6,511 | $8,237-21.0% | $7,906-17.7% | $6,396+1.8% |
| Admin fee / account holder | $720 | $14,976-95.2% | $13,708-94.8% | $12,562-94.3% |