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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 | $105,084 | $103,393+1.6% | $87,103+20.6% | $152,909-31.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 14.66% | 28.10%-13.4pp | 28.19%-13.5pp | 345.46%-330.8pp |
| Employer contribution / active EE | $2,223 | $3,221-31.0% | $2,521-11.9% | $4,764-53.3% |
| Participant deferral / active EE | $4,889 | $4,778+2.3% | $4,049+20.8% | $5,851-16.4% |
| Admin fee / account holder | $30,484 | $12,195+150.0% | $7,491+306.9% | $11,601+162.8% |