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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 | $123,897 | $96,965+27.8% | $97,995+26.4% | $147,586-16.1% |
| Participation rate | 81.0% | 83.6%-2.7pp | 82.4%-1.4pp | 82.8%-1.9pp |
| Annual return | 11.00% | 24.11%-13.1pp | 23.94%-12.9pp | 578.59%-567.6pp |
| Employer contribution / active EE | $2,092 | $4,536-53.9% | $4,158-49.7% | $4,876-57.1% |
| Participant deferral / active EE | $6,524 | $5,081+28.4% | $5,097+28.0% | $5,439+20.0% |
| Admin fee / account holder | $1,166 | $8,120-85.6% | $5,943-80.4% | $10,886-89.3% |