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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 | $131,491 | $110,337+19.2% | $102,383+28.4% | $145,877-9.9% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 11.09% | 24.83%-13.7pp | 24.94%-13.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,003 | $4,216-52.5% | $3,870-48.2% | $4,663-57.0% |
| Participant deferral / active EE | $8,945 | $5,621+59.1% | $5,060+76.8% | $6,691+33.7% |
| Admin fee / account holder | $1,679 | $9,750-82.8% | $8,391-80.0% | $13,402-87.5% |