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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 | $124,400 | $106,247+17.1% | $96,515+28.9% | $139,466-10.8% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.3%-0.4pp | 80.3%-6.4pp |
| Annual return | 12.56% | 38.47%-25.9pp | 35.73%-23.2pp | 373.66%-361.1pp |
| Employer contribution / active EE | $2,275 | $4,106-44.6% | $3,740-39.2% | $4,754-52.1% |
| Participant deferral / active EE | $3,134 | $5,456-42.6% | $4,880-35.8% | $6,712-53.3% |
| Admin fee / account holder | $4,511 | $7,885-42.8% | $6,735-33.0% | $11,409-60.5% |