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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 | $129,095 | $211,224-38.9% | $178,505-27.7% | $145,897-11.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.99% | 30.28%-17.3pp | 27.16%-14.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $3,429 | $4,577-25.1% | $3,955-13.3% | $4,663-26.5% |
| Participant deferral / active EE | $5,271 | $6,966-24.3% | $6,280-16.1% | $6,689-21.2% |
| Admin fee / account holder | $24,868 | $12,109+105.4% | $10,428+138.5% | $13,390+85.7% |