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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 | $181,062-38.3% | $158,223-29.4% | $155,188-28.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 17.07% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,449 | $4,565-68.3% | $4,109-64.7% | $4,248-65.9% |
| Participant deferral / active EE | $16,553 | $6,134+169.8% | $5,467+202.8% | $6,531+153.4% |
| Admin fee / account holder | $1,448 | $18,825-92.3% | $16,047-91.0% | $14,480-90.0% |