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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 | $117,846+10.7% | $102,434+27.4% | $145,884-10.6% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 9.65% | 31.90%-22.2pp | 29.46%-19.8pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,709 | $3,615-52.7% | $3,023-43.5% | $4,662-63.4% |
| Participant deferral / active EE | $4,416 | $5,733-23.0% | $5,055-12.6% | $6,690-34.0% |
| Admin fee / account holder | $33,456 | $13,356+150.5% | $9,462+253.6% | $13,392+149.8% |