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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 | $117,823 | $149,741-21.3% | $118,914-0.9% | $158,982-25.9% |
| Participation rate | 70.0% | 82.1%-12.1pp | 75.4%-5.4pp | 82.0%-12.0pp |
| Annual return | 10.76% | 19.94%-9.2pp | 35.89%-25.1pp | 302.99%-292.2pp |
| Employer contribution / active EE | $1,884 | $4,119-54.3% | $3,264-42.3% | $4,763-60.4% |
| Participant deferral / active EE | $5,646 | $5,226+8.0% | $4,266+32.4% | $5,983-5.6% |
| Admin fee / account holder | $5,141 | $8,607-40.3% | $6,582-21.9% | $11,252-54.3% |