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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 | $107,035 | $139,948-23.5% | $121,663-12.0% | $154,746-30.8% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.5%+0.5pp | 80.7%-5.7pp |
| Annual return | 9.54% | 230.52%-221.0pp | 147.54%-138.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $1,858 | $3,521-47.2% | $3,020-38.5% | $4,379-57.6% |
| Participant deferral / active EE | $6,200 | $5,629+10.2% | $4,887+26.9% | $6,730-7.9% |
| Admin fee / account holder | $53,354 | $17,321+208.0% | $14,289+273.4% | $14,365+271.4% |