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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 | $211,239-38.9% | $178,528-27.7% | $145,877-11.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.99% | 30.22%-17.2pp | 27.11%-14.1pp | 551.28%-538.3pp |
| Employer contribution / active EE | $3,429 | $4,570-25.0% | $3,950-13.2% | $4,663-26.5% |
| Participant deferral / active EE | $5,271 | $6,963-24.3% | $6,278-16.0% | $6,691-21.2% |
| Admin fee / account holder | $24,868 | $12,095+105.6% | $10,419+138.7% | $13,402+85.5% |