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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 | $117,829-20.8% | $102,423-8.9% | $145,877-36.0% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.5pp |
| Annual return | 9.79% | 31.83%-22.0pp | 29.42%-19.6pp | 551.28%-541.5pp |
| Employer contribution / active EE | $3,369 | $3,615-6.8% | $3,023+11.4% | $4,663-27.8% |
| Participant deferral / active EE | $4,736 | $5,732-17.4% | $5,054-6.3% | $6,691-29.2% |
| Admin fee / account holder | $15,139 | $13,335+13.5% | $9,455+60.1% | $13,402+13.0% |