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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 | $109,200 | $157,296-30.6% | $141,191-22.7% | $152,897-28.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 20.85% | 64.34%-43.5pp | 71.41%-50.6pp | 345.43%-324.6pp |
| Employer contribution / active EE | $2,392 | $5,262-54.5% | $4,736-49.5% | $4,764-49.8% |
| Participant deferral / active EE | $7,205 | $7,111+1.3% | $6,710+7.4% | $5,851+23.1% |
| Admin fee / account holder | $13,889 | $12,125+14.5% | $10,264+35.3% | $11,599+19.7% |