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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 | $125,347 | $174,379-28.1% | $152,093-17.6% | $138,895-9.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 15.12% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,125 | $6,159+31.9% | $5,451+49.0% | $6,396+27.0% |
| Admin fee / account holder | $1,245 | $16,880-92.6% | $14,497-91.4% | $12,562-90.1% |