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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 | $111,706 | $174,379-35.9% | $152,093-26.6% | $138,895-19.6% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 17.07% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,449 | $4,652-68.8% | $4,175-65.3% | $4,194-65.4% |
| Participant deferral / active EE | $16,553 | $6,159+168.8% | $5,451+203.6% | $6,396+158.8% |
| Admin fee / account holder | $1,448 | $16,880-91.4% | $14,497-90.0% | $12,562-88.5% |