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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 | $130,261 | $228,352-43.0% | $185,835-29.9% | $158,966-18.1% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.7pp |
| Annual return | 18.03% | 40.81%-22.8pp | 35.96%-17.9pp | 302.95%-284.9pp |
| Employer contribution / active EE | $1,921 | $4,967-61.3% | $4,087-53.0% | $4,762-59.7% |
| Participant deferral / active EE | $5,953 | $6,416-7.2% | $5,633+5.7% | $5,983-0.5% |
| Admin fee / account holder | $4,100 | $11,867-65.4% | $9,502-56.9% | $11,250-63.6% |