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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 | $96,343 | $124,346-22.5% | $111,308-13.4% | $167,536-42.5% |
| Participation rate | 78.9% | 79.6%-0.7pp | 77.3%+1.6pp | 82.1%-3.2pp |
| Annual return | 18.93% | 37.45%-18.5pp | 54.67%-35.7pp | 478.82%-459.9pp |
| Employer contribution / active EE | $3,057 | $3,437-11.1% | $2,732+11.9% | $4,839-36.8% |
| Participant deferral / active EE | $5,892 | $5,182+13.7% | $4,487+31.3% | $6,342-7.1% |
| Admin fee / account holder | $2,851 | $10,621-73.2% | $7,965-64.2% | $12,315-76.9% |