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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 | $128,376 | $124,330+3.3% | $109,173+17.6% | $167,536-23.4% |
| Participation rate | 70.0% | 79.5%-9.5pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 17.10% | 26.04%-8.9pp | 25.75%-8.7pp | 478.82%-461.7pp |
| Employer contribution / active EE | $1,615 | $4,209-61.6% | $3,723-56.6% | $4,839-66.6% |
| Participant deferral / active EE | $2,598 | $5,256-50.6% | $4,654-44.2% | $6,342-59.0% |
| Admin fee / account holder | $19,630 | $7,974+146.2% | $6,755+190.6% | $12,315+59.4% |