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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 | $101,213 | $117,904-14.2% | $102,457-1.2% | $145,978-30.7% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 12.60% | 31.80%-19.2pp | 29.41%-16.8pp | 550.52%-537.9pp |
| Employer contribution / active EE | $10,885 | $3,613+201.3% | $3,022+260.2% | $4,662+133.5% |
| Participant deferral / active EE | $3,322 | $5,733-42.1% | $5,054-34.3% | $6,690-50.3% |
| Admin fee / account holder | $4,639 | $13,329-65.2% | $9,451-50.9% | $13,400-65.4% |