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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 | $129,231 | $196,972-34.4% | $182,262-29.1% | $198,609-34.9% |
| Participation rate | 78.9% | 85.7%-6.7pp | 84.2%-5.3pp | 82.4%-3.4pp |
| Annual return | 16.14% | 158.27%-142.1pp | 140.60%-124.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $4,430 | $5,364-17.4% | $5,046-12.2% | $5,055-12.4% |
| Participant deferral / active EE | $10,915 | $8,643+26.3% | $8,276+31.9% | $6,977+56.4% |
| Admin fee / account holder | $19,656 | $18,429+6.7% | $16,712+17.6% | $19,030+3.3% |