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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 | $102,336 | $162,136-36.9% | $152,301-32.8% | $154,746-33.9% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 16.98% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,956 | $4,890-39.6% | $4,624-36.1% | $4,379-32.5% |
| Participant deferral / active EE | $6,279 | $8,341-24.7% | $8,004-21.6% | $6,730-6.7% |
| Admin fee / account holder | $19,818 | $15,759+25.8% | $14,398+37.6% | $14,365+38.0% |