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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 | $111,814+44.0% | $103,374+55.8% | $145,959+10.3% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 11.81% | 24.77%-13.0pp | 24.89%-13.1pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,042 | $4,214-51.5% | $3,869-47.2% | $4,661-56.2% |
| Participant deferral / active EE | $9,110 | $5,618+62.2% | $5,058+80.1% | $6,689+36.2% |
| Admin fee / account holder | $6,959 | $9,754-28.7% | $8,394-17.1% | $13,398-48.1% |