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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 | $117,829+2.6% | $102,423+18.0% | $145,877-17.2% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 11.29% | 31.83%-20.5pp | 29.42%-18.1pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,182 | $3,615-67.3% | $3,023-60.9% | $4,663-74.6% |
| Participant deferral / active EE | $4,759 | $5,732-17.0% | $5,054-5.8% | $6,691-28.9% |
| Admin fee / account holder | $50,383 | $13,335+277.8% | $9,455+432.9% | $13,402+275.9% |