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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 | $118,290 | $104,251+13.5% | $91,004+30.0% | $147,585-19.8% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.6%-5.6pp | 82.8%-12.8pp |
| Annual return | 15.07% | 27.06%-12.0pp | 4.60%+10.5pp | 578.57%-563.5pp |
| Employer contribution / active EE | $1,359 | $3,116-56.4% | $2,456-44.7% | $4,876-72.1% |
| Participant deferral / active EE | $6,396 | $4,195+52.5% | $3,548+80.3% | $5,439+17.6% |
| Admin fee / account holder | $1,688 | $8,948-81.1% | $5,417-68.8% | $10,885-84.5% |