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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 | $136,119 | $165,381-17.7% | $149,730-9.1% | $158,966-14.4% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 22.13% | 348.29%-326.2pp | 276.70%-254.6pp | 302.95%-280.8pp |
| Employer contribution / active EE | $4,155 | $5,104-18.6% | $4,645-10.6% | $4,762-12.8% |
| Participant deferral / active EE | $9,173 | $7,182+27.7% | $6,843+34.1% | $5,983+53.3% |
| Admin fee / account holder | $1,047 | $10,809-90.3% | $9,310-88.8% | $11,250-90.7% |