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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 | $120,366 | $117,904+2.1% | $102,457+17.5% | $145,978-17.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.80% | 31.80%-19.0pp | 29.41%-16.6pp | 550.52%-537.7pp |
| Employer contribution / active EE | $1,970 | $3,613-45.5% | $3,022-34.8% | $4,662-57.7% |
| Participant deferral / active EE | $4,761 | $5,733-17.0% | $5,054-5.8% | $6,690-28.8% |
| Admin fee / account holder | $54,102 | $13,329+305.9% | $9,451+472.4% | $13,400+303.7% |