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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 | $107,795 | $157,829-31.7% | $136,867-21.2% | $198,609-45.7% |
| Participation rate | 71.4% | 77.2%-5.7pp | 74.5%-3.1pp | 82.4%-10.9pp |
| Annual return | 12.09% | 51.25%-39.2pp | 42.97%-30.9pp | 202.70%-190.6pp |
| Employer contribution / active EE | $2,685 | $3,923-31.5% | $3,547-24.3% | $5,055-46.9% |
| Participant deferral / active EE | $6,188 | $5,463+13.3% | $4,924+25.7% | $6,977-11.3% |
| Admin fee / account holder | $907 | $11,107-91.8% | $10,340-91.2% | $19,030-95.2% |