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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 | $99,313 | $115,814-14.2% | $101,275-1.9% | $158,982-37.5% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 12.45% | 56.16%-43.7pp | 46.48%-34.0pp | 302.99%-290.5pp |
| Employer contribution / active EE | $2,506 | $4,176-40.0% | $3,660-31.5% | $4,763-47.4% |
| Participant deferral / active EE | $7,993 | $4,958+61.2% | $4,371+82.9% | $5,983+33.6% |
| Admin fee / account holder | $5,661 | $7,249-21.9% | $5,948-4.8% | $11,252-49.7% |