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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 | $102,855 | $124,351-17.3% | $109,188-5.8% | $167,553-38.6% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.2pp | 82.1%-9.4pp |
| Annual return | 13.97% | 26.04%-12.1pp | 25.76%-11.8pp | 478.89%-464.9pp |
| Employer contribution / active EE | $2,513 | $4,210-40.3% | $3,723-32.5% | $4,840-48.1% |
| Participant deferral / active EE | $5,263 | $5,257+0.1% | $4,654+13.1% | $6,343-17.0% |
| Admin fee / account holder | $7,564 | $7,975-5.2% | $6,755+12.0% | $12,316-38.6% |