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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 | $120,011 | $127,790-6.1% | $106,555+12.6% | $167,536-28.4% |
| Participation rate | 78.3% | 78.3%0pp | 76.1%+2.1pp | 82.1%-3.9pp |
| Annual return | 16.04% | 33.88%-17.8pp | 26.80%-10.8pp | 478.82%-462.8pp |
| Employer contribution / active EE | $2,310 | $3,428-32.6% | $2,819-18.1% | $4,839-52.3% |
| Participant deferral / active EE | $5,112 | $5,088+0.5% | $4,399+16.2% | $6,342-19.4% |
| Admin fee / account holder | $4,596 | $11,229-59.1% | $7,408-38.0% | $12,315-62.7% |