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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 | $119,402 | $124,351-4.0% | $109,188+9.4% | $167,553-28.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 16.49% | 26.04%-9.6pp | 25.76%-9.3pp | 478.89%-462.4pp |
| Employer contribution / active EE | $3,716 | $4,210-11.7% | $3,723-0.2% | $4,840-23.2% |
| Participant deferral / active EE | $2,963 | $5,257-43.6% | $4,654-36.3% | $6,343-53.3% |
| Admin fee / account holder | $1,950 | $7,975-75.5% | $6,755-71.1% | $12,316-84.2% |