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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 | $130,544 | $174,379-25.1% | $152,093-14.2% | $138,895-6.0% |
| Participation rate | 70.0% | 81.6%-11.6pp | 77.8%-7.8pp | 79.9%-9.9pp |
| Annual return | 15.23% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $7,085 | $4,652+52.3% | $4,175+69.7% | $4,194+68.9% |
| Participant deferral / active EE | $8,316 | $6,159+35.0% | $5,451+52.5% | $6,396+30.0% |
| Admin fee / account holder | $1,106 | $16,880-93.4% | $14,497-92.4% | $12,562-91.2% |