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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 | $222,699 | $118,467+88.0% | $98,450+126.2% | $139,456+59.7% |
| Participation rate | 73.7% | 77.5%-3.8pp | 75.2%-1.5pp | 80.3%-6.6pp |
| Annual return | 11.96% | 18.95%-7.0pp | 21.16%-9.2pp | 373.45%-361.5pp |
| Employer contribution / active EE | $830 | $3,611-77.0% | $3,049-72.8% | $4,753-82.5% |
| Participant deferral / active EE | $5,506 | $5,393+2.1% | $4,739+16.2% | $6,711-18.0% |
| Admin fee / account holder | $82,633 | $14,057+487.9% | $8,961+822.1% | $11,407+624.4% |