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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 | $106,542 | $176,786-39.7% | $146,643-27.3% | $167,536-36.4% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 10.32% | 24.04%-13.7pp | 22.75%-12.4pp | 478.82%-468.5pp |
| Employer contribution / active EE | $2,459 | $5,161-52.4% | $4,137-40.6% | $4,839-49.2% |
| Participant deferral / active EE | $5,099 | $6,440-20.8% | $5,506-7.4% | $6,342-19.6% |
| Admin fee / account holder | $2,957 | $13,262-77.7% | $10,280-71.2% | $12,315-76.0% |