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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 | $142,830 | $149,778-4.6% | $118,946+20.1% | $158,950-10.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 21.64% | 19.95%+1.7pp | 35.89%-14.3pp | 302.91%-281.3pp |
| Employer contribution / active EE | $3,948 | $4,117-4.1% | $3,263+21.0% | $4,762-17.1% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $90,871 | $8,604+956.1% | $6,581+1280.8% | $11,248+707.9% |