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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 | $117,513 | $106,267+10.6% | $96,520+21.8% | $139,456-15.7% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 12.34% | 38.45%-26.1pp | 35.72%-23.4pp | 373.45%-361.1pp |
| Employer contribution / active EE | $1,945 | $4,105-52.6% | $3,739-48.0% | $4,753-59.1% |
| Participant deferral / active EE | $2,739 | $5,454-49.8% | $4,879-43.9% | $6,711-59.2% |
| Admin fee / account holder | $6,928 | $7,882-12.1% | $6,733+2.9% | $11,407-39.3% |