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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 | $117,895-21.6% | $102,460-9.8% | $145,897-36.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.30% | 31.92%-19.6pp | 29.47%-17.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,076 | $3,619-42.6% | $3,025-31.4% | $4,663-55.5% |
| Participant deferral / active EE | $8,861 | $5,736+54.5% | $5,056+75.3% | $6,689+32.5% |
| Admin fee / account holder | $76,638 | $13,353+473.9% | $9,460+710.1% | $13,390+472.3% |