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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 | $122,007 | $162,812-25.1% | $133,971-8.9% | $158,966-23.2% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.2pp |
| Annual return | 11.33% | 41.94%-30.6pp | 45.09%-33.8pp | 302.95%-291.6pp |
| Employer contribution / active EE | $1,335 | $4,976-73.2% | $3,919-65.9% | $4,762-72.0% |
| Participant deferral / active EE | $5,507 | $5,910-6.8% | $5,047+9.1% | $5,983-8.0% |
| Admin fee / account holder | $34,919 | $11,741+197.4% | $8,929+291.1% | $11,250+210.4% |