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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 | $161,015 | $110,410+45.8% | $102,437+57.2% | $145,897+10.4% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 11.81% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,042 | $4,217-51.6% | $3,871-47.2% | $4,663-56.2% |
| Participant deferral / active EE | $9,110 | $5,622+62.1% | $5,060+80.0% | $6,689+36.2% |
| Admin fee / account holder | $6,959 | $9,745-28.6% | $8,388-17.0% | $13,390-48.0% |