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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 | $119,640 | $127,790-6.4% | $106,555+12.3% | $167,536-28.6% |
| Participation rate | 90.0% | 78.3%+11.7pp | 76.1%+13.9pp | 82.1%+7.9pp |
| Annual return | 12.38% | 33.88%-21.5pp | 26.80%-14.4pp | 478.82%-466.4pp |
| Employer contribution / active EE | $2,322 | $3,428-32.3% | $2,819-17.7% | $4,839-52.0% |
| Participant deferral / active EE | $6,559 | $5,088+28.9% | $4,399+49.1% | $6,342+3.4% |
| Admin fee / account holder | $4,225 | $11,229-62.4% | $7,408-43.0% | $12,315-65.7% |