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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 | $92,449 | $117,829-21.5% | $102,423-9.7% | $145,877-36.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.30% | 31.83%-19.5pp | 29.42%-17.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,076 | $3,615-42.6% | $3,023-31.3% | $4,663-55.5% |
| Participant deferral / active EE | $8,861 | $5,732+54.6% | $5,054+75.3% | $6,691+32.4% |
| Admin fee / account holder | $76,638 | $13,335+474.7% | $9,455+710.6% | $13,402+471.8% |