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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 | $93,325 | $117,895-20.8% | $102,460-8.9% | $145,897-36.0% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.5pp |
| Annual return | 9.79% | 31.92%-22.1pp | 29.47%-19.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $3,369 | $3,619-6.9% | $3,025+11.4% | $4,663-27.8% |
| Participant deferral / active EE | $4,736 | $5,736-17.4% | $5,056-6.3% | $6,689-29.2% |
| Admin fee / account holder | $15,139 | $13,353+13.4% | $9,460+60.0% | $13,390+13.1% |