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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 | $182,739 | $211,288-13.5% | $178,540+2.4% | $145,884+25.3% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 13.95% | 30.27%-16.3pp | 27.15%-13.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,910 | $4,574-58.2% | $3,953-51.7% | $4,662-59.0% |
| Participant deferral / active EE | $5,344 | $6,967-23.3% | $6,281-14.9% | $6,690-20.1% |
| Admin fee / account holder | $21,331 | $12,105+76.2% | $10,424+104.6% | $13,392+59.3% |