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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 | $139,499 | $201,344-30.7% | $184,243-24.3% | $145,877-4.4% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 12.86% | 29.01%-16.1pp | 28.82%-16.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $3,078 | $7,022-56.2% | $6,427-52.1% | $4,663-34.0% |
| Participant deferral / active EE | $9,268 | $9,807-5.5% | $9,132+1.5% | $6,691+38.5% |
| Admin fee / account holder | $2,269 | $16,382-86.2% | $13,914-83.7% | $13,402-83.1% |