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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 | $138,281 | $116,203+19.0% | $93,621+47.7% | $152,897-9.6% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.8%-5.8pp | 82.5%-12.5pp |
| Annual return | 16.61% | 35.96%-19.3pp | 32.76%-16.1pp | 345.43%-328.8pp |
| Employer contribution / active EE | $1,767 | $3,219-45.1% | $2,719-35.0% | $4,764-62.9% |
| Participant deferral / active EE | $3,118 | $4,605-32.3% | $4,070-23.4% | $5,851-46.7% |
| Admin fee / account holder | $1,578 | $10,751-85.3% | $7,890-80.0% | $11,599-86.4% |