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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 | $101,436 | $117,846-13.9% | $102,434-1.0% | $145,884-30.5% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 12.62% | 31.90%-19.3pp | 29.46%-16.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,615 | $3,6150% | $3,023+19.6% | $4,662-22.5% |
| Participant deferral / active EE | $11,040 | $5,733+92.6% | $5,055+118.4% | $6,690+65.0% |
| Admin fee / account holder | $6,956 | $13,356-47.9% | $9,462-26.5% | $13,392-48.1% |