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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 | $132,099-19.0% | $115,599-7.4% | $138,895-22.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.3%+0.7pp | 79.9%-4.9pp |
| Annual return | 9.54% | 176.76%-167.2pp | 111.10%-101.6pp | 145.39%-135.9pp |
| Employer contribution / active EE | $1,858 | $3,416-45.6% | $2,955-37.1% | $4,194-55.7% |
| Participant deferral / active EE | $6,200 | $5,617+10.4% | $4,889+26.8% | $6,396-3.1% |
| Admin fee / account holder | $53,354 | $15,650+240.9% | $12,841+315.5% | $12,562+324.7% |