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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 | $132,564 | $178,174-25.6% | $156,181-15.1% | $137,256-3.4% |
| Participation rate | 78.6% | 82.0%-3.5pp | 78.8%-0.3pp | 80.0%-1.4pp |
| Annual return | 15.21% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,248 | $4,972-54.8% | $4,294-47.7% | $4,156-45.9% |
| Participant deferral / active EE | $5,544 | $6,888-19.5% | $6,132-9.6% | $6,407-13.5% |
| Admin fee / account holder | $1,295 | $17,404-92.6% | $14,586-91.1% | $12,270-89.4% |