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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 | $118,496+87.9% | $98,461+126.2% | $139,466+59.7% |
| Participation rate | 73.7% | 77.5%-3.8pp | 75.2%-1.5pp | 80.3%-6.6pp |
| Annual return | 11.96% | 18.96%-7.0pp | 21.17%-9.2pp | 373.66%-361.7pp |
| Employer contribution / active EE | $830 | $3,611-77.0% | $3,049-72.8% | $4,754-82.5% |
| Participant deferral / active EE | $5,506 | $5,393+2.1% | $4,738+16.2% | $6,712-18.0% |
| Admin fee / account holder | $82,633 | $14,056+487.9% | $8,961+822.2% | $11,409+624.3% |