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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 | $109,422 | $111,535-1.9% | $105,223+4.0% | $137,256-20.3% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.0%-4.5pp | 80.0%-9.4pp |
| Annual return | 11.90% | 237.85%-226.0pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,583 | $3,939-34.4% | $3,689-30.0% | $4,156-37.9% |
| Participant deferral / active EE | $4,682 | $5,500-14.9% | $5,072-7.7% | $6,407-26.9% |
| Admin fee / account holder | $1,576 | $9,721-83.8% | $8,859-82.2% | $12,270-87.2% |