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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 | $130,486 | $117,829+10.7% | $102,423+27.4% | $145,877-10.6% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 9.65% | 31.83%-22.2pp | 29.42%-19.8pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,709 | $3,615-52.7% | $3,023-43.5% | $4,663-63.4% |
| Participant deferral / active EE | $4,416 | $5,732-23.0% | $5,054-12.6% | $6,691-34.0% |
| Admin fee / account holder | $33,456 | $13,335+150.9% | $9,455+253.9% | $13,402+149.6% |