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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 | $136,635 | $172,111-20.6% | $150,298-9.1% | $137,256-0.5% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 14.86% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $9,579 | $4,636+106.6% | $4,154+130.6% | $4,156+130.5% |
| Participant deferral / active EE | $5,934 | $6,166-3.8% | $5,453+8.8% | $6,407-7.4% |
| Admin fee / account holder | $15,476 | $16,471-6.0% | $14,116+9.6% | $12,270+26.1% |