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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 | $118,876 | $77,416+53.6% | $69,464+71.1% | $152,897-22.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.5%-7.5pp |
| Annual return | 11.15% | 39.08%-27.9pp | 28.98%-17.8pp | 345.43%-334.3pp |
| Employer contribution / active EE | $2,670 | $3,315-19.4% | $2,779-3.9% | $4,764-43.9% |
| Participant deferral / active EE | $4,975 | $4,413+12.7% | $3,536+40.7% | $5,851-15.0% |
| Admin fee / account holder | $1,564 | $6,208-74.8% | $3,840-59.3% | $11,599-86.5% |