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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 | $120,842 | $117,846+2.5% | $102,434+18.0% | $145,884-17.2% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 11.29% | 31.90%-20.6pp | 29.46%-18.2pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,182 | $3,615-67.3% | $3,023-60.9% | $4,662-74.6% |
| Participant deferral / active EE | $4,759 | $5,733-17.0% | $5,055-5.9% | $6,690-28.9% |
| Admin fee / account holder | $50,383 | $13,356+277.2% | $9,462+432.5% | $13,392+276.2% |